Executive Relationship Manager - LOY

Tata AIA Life Insurance; Nagpur District; On-site; INR 300,000 - 450,000; Full time

Job summary

Tata AIA Life Insurance invites applications for Assistant Relationship Manager - LOY in Nagpur district. You will support loyalty and engagement programs, coordinate with internal teams, monitor performance, and manage loyalty data and MIS to drive customer retention and business growth.

Reporting to Sales Manager, this role requires proactive field interactions within branch networks, handling customer queries, and ensuring timely policy issuance and post-sales service.

Qualifications

• MS Office Suite proficiency required.
• 12th pass or graduate degree.
• Prior experience in direct sales or loyalty programs is preferred.

Responsibilities

• Achieve set ANP and policy count targets.
• Fix meetings with prospects to assess needs and explain products.
• Implement and follow the Need Based Selling model.
• Upsell and cross-sell to the orphan base of customers.
• Ensure timely policy issuance by resolving pending issues.
• Provide prompt post-sales service and maintain customer touchpoints.
• Maintain persistency ratio and report progress to supervisor.
• Plan short- and long-term sales strategies with supervisor.

Skills

MS Office Suite

Education

12th/ Graduate

Job description

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

Position Overview

Position Title: Assistant Relationship Manager - LOY

Department: Proprietary Business - Direct Sales Force

Level/ Band: 102 Officer

Role Summary: Support the planning, implementation, and management of loyalty and engagement programs by coordinating with internal stakeholders, monitoring program performance, maintaining loyalty data and MIS, addressing partner and customer queries, and ensuring seamless execution of loyalty initiatives to enhance customer retention, engagement, and business growth.

Reports To

Sales Manager

Supervises

-

Job Dimensions

Geographic Area Covered

As per mapped branch city

Stakeholders Internal

DSF Sales Force

Stakeholders External

Exiting Tata AIA Consumers

Key Result Areas

Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: 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.

Skills Required

Technical

MS Office Suite

Qualification

12th/ Graduate

Experience

0. 6 -2 years experience 2 years experience with similar role