Relationship Manager - LOY

Relationship Manager - LOY

>>
>> JOB DESCRIPTION
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>> Position Title
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>> Relationship Manager
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>> Department
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>> Direct Distribution – Direct Sales Force
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>> Level/ Band
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>> Officer
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>> Reports to Direct
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>> Sales Manager
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>> Geographic Area Covered
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>> As per mapped branch & city
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>> Stakeholders - Internal
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>> DSF Sales Force
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>> Stakeholders - External
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>> Exiting Tata AIA Consumers
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>> Organizational Relationships Job Dimensions
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>> Key Result Areas
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>> Sales
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>> · Achieve the set business targets on ANP and case count
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>> · Acquire New Customer through following: Leads
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>> Natural market References Orphan base
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>> · Fix meetings with the prospects to conduct need
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>> analysis and explain products
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>> · Implement and adhere to Need Based Selling Model.
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>> · Up- sell & Cross Sell the Orphan Base of Customers allocated.
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>> · Ensuring timely issuance of policies by resolving pending etc.
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>> · Render prompt post sales service to all allocated customers with respect to all domains
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>> · Adhere to the customer touch-point engagement in order to service his portfolio of customers.
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>> · Maintaining the desired persistency ratio
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>> · Strategize and interact closely with the supervisor on delivering on Business nos.
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>> · Work collectively with the supervisor and conduct joint sales calls whenever required
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>> · To develop and implement short term and long term
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>> plans to achieve sales targets
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>> · Adhere to Activity management framework advised
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>> · Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
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>> Customer orientation & reporting/ (MIS)
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>> · Update the LMS (Lead management System) on a daily basis.
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>> · Adhering to the Training Road map.
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>> · Providing timely reports to the Supervisor / Area manager as per the requirement.
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>> · Ensuring compliance to internal sales process
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>> · Should be process & product champion to ensure adherence to TALIC policies and procedures.
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>> · 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
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>> changes.
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>> Skills Required
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>> Technical
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>> Behavioral
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>> Essential
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>> Desired
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>> Interpersonal Skills
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>> ·
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>> Communication Skills
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>> ·
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>> Creative thinking skills
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>> ·
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>> Supervising/ Leadership skills
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>> ·
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>> Teamwork Skills
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>> ·
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>> Influencing Skills
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>> ·
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>> Relationship Building Skills
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>> ·
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>> Decision Making Skills
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>> ·
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>> Incumbent Characteristics
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>> Essential
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>> Desired
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>> Qualification
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>> Graduate
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>> Graduate
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>> Experience
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>> 0 -2 years’ experience
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>> 2 years’ experience with similar role
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>> Age
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>> Below 30 years
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>> Basic Competency
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>> Good Attitude
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>> Clear Communication
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>> ( Local Language ), Basic English language understanding / communication
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>> Basic Mathematics ( % calculation etc )
>>
>> Disclaimer:





This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.

▶️ Relationship Manager - LOY
🖊️ TATA AIA LIFE INSURANCE
📍 Ghaziabad