Relationship Manager - Direct Digital

Position Overview

Senior Sales Manager - DSF Sourcing L2 Direct Digital

Department

DSF (PFA)

Level/ Band

102

Role Summary

• Responsible for Sales activity management of Digital leads, renewal collection, Engagement with Customers & Sales Manager/Assistant Sales Manager.

1. Organizational Relationships

Reports To

Sales Manager Direct Digital

Supervises

-

Job Dimensions

Geographic Area Covered

Zonal Area/ City/ Cities

Stakeholders Internal

All cross functional departments

Stakeholders External

Customers

Key Result Areas

Sales

Achieve the set business targets on ANP and case count Acquire New Customer through following: o Leads o Natural market o References o Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required To develop and implement short term and long-term plans to achieve sales targets

Customer orientation & reporting/ (MIS)

Adhere to Activity management framework advised Follow up on their database / leads provided through Digital Campaigns and Lead Management System (Orphan/ New Prospects. Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement.

Ensuring compliance to internal sales process

Should be process & product champion to ensure adherence to TALIC policies and procedures.

Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

1. Skills Required

Technical

MS Office Suite

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

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