Assistant Relationship Manager

Tata AIA Life Insurance; India; On-site; INR 300,000 - 540,000; Full time

Job summary

Tata AIA Life Insurance is seeking a dynamic Assistant Relationship Manager for the Direct Sales Force to drive customer acquisition and policy servicing in Delhi and Noida. The role focuses on lead generation, needs analysis, product presentations, and cross-sell opportunities, while ensuring high service standards and policy persistency.

Fresh graduates with 0.6–2 years in sales or BFSI are welcome. You will report to the Sales Manager and participate in training and LMS updates, with targets

Qualifications

• Graduate in any discipline.
• 0.6 to 2 years of experience in Sales, BFSI, Insurance, Banking, Financial Services, Direct Sales, or Relationship Management.
• Good communication skills in the local language and basic English.
• Basic numerical and calculation skills.

Responsibilities

• Achieve assigned business targets on ANP and policy count.
• Acquire new customers through leads, references, natural market, and orphan customer base.
• Conduct customer meetings, need analysis, and product presentations.
• Implement Need-Based Selling methodology.
• Drive cross-sell and up-sell opportunities within the allocated customer portfolio.
• Ensure timely policy issuance by resolving pending requirements.
• Maintain desired persistency ratios and customer retention levels.
• Collaborate with Sales Managers through joint sales calls and business reviews.
• Develop and execute short-term and long-term plans to achieve sales goals.

Skills

Interpersonal skills

Effective communication

Relationship building

Influencing

Negotiation

Teamwork

Customer-centric

Decision-making

Ownership mindset

Education

Graduate

Job description

Assistant Relationship Manager - Direct Sales Force (DSF)

Location: Delhi & Noida
Department: Direct Distribution - Direct Sales Force (DSF)
Designation: Relationship Manager
Reporting To: Sales Manager
Experience: 0.6 to 2 Years
Qualification: Graduate
Age Preference: Below 30 Years

Job Summary

We are looking for dynamic and result-oriented Relationship Managers to drive sales through customer acquisition, relationship management, and portfolio servicing. The role involves generating business through leads, references, natural market, and orphan customer base while ensuring superior customer service and policy persistency. [RM - DSF - Updated | Word]

Key Responsibilities

Sales & Business Development

• Achieve assigned business targets on ANP and policy count.
• Acquire new customers through leads, references, natural market, and orphan customer base.
• Conduct customer meetings, need analysis, and product presentations.
• Implement Need-Based Selling methodology.
• Drive cross-sell and up-sell opportunities within the allocated customer portfolio.
• Ensure timely policy issuance by resolving pending requirements.
• Maintain desired persistency ratios and customer retention levels.
• Collaborate with Sales Managers through joint sales calls and business reviews.
• Develop and execute short-term and long-term plans to achieve sales goals. [RM - DSF - Updated | Word]

Customer Service & Portfolio Management

• Deliver prompt post-sales service to assigned customers.
• Ensure regular customer engagement and relationship management.
• Provide end-to-end support on policy servicing requirements.
• Build long-term customer relationships and enhance customer experience. [RM - DSF - Updated | Word]

Process & Compliance

• Follow the activity management framework and sales processes.
• Manage and update leads in the Lead Management System (LMS) on a daily basis.
• Adhere to training and development roadmaps.
• Ensure compliance with company policies, procedures, and regulatory guidelines.
• Submit business reports and MIS as required by management.
• Support risk mitigation, business continuity, and process improvement initiatives. [RM - DSF - Updated | Word]

Desired Skills

• Strong Interpersonal Skills
• Effective Communication Skills
• Relationship Building Ability
• Influencing & Negotiation Skills
• Teamwork & Collaboration
• Customer-Centric Approach
• Decision-Making Skills
• Positive Attitude & Ownership Mindset [RM - DSF - Updated | Word]

Candidate Profile

• Graduate in any discipline.
• 0.6 to 2 years of experience in Sales, BFSI, Insurance, Banking, Financial Services, Direct Sales, or Relationship Management.
• Good communication skills in the local language and basic English.
• Basic numerical and calculation skills.
• Passion for sales, customer engagement, and achieving targets

Interview Location -

1st Floor Himalaya House K G Marg New Delhi

and

11th Floor World Trade Tower Sector 16 Noida

Interview Manager - Mohit Shukla for Himalaya House & Akshay Tyagi for Noida Location