Executive Relationship Manager - LOY

Tata AIA Life Insurance

Panaji

On-site

INR 500,000 - 800,000

Full time

7 days ago

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Job summary

Tata AIA Life Insurance is hiring an Executive Relationship Manager - LOY in Goa to manage customer and partner relationships, support business acquisition, servicing, and retention activities. You will coordinate with internal stakeholders to ensure smooth operations and drive engagement to boost customer satisfaction and persistency.

The role reports to Sales Manager and supervises IIO Executives and support staff, covering branches and cities as mapped.

Qualifications

0.6–2 years of experience in direct sales or a similar role.
Graduate degree preferred.
Strong communication and relationship-building skills.

Responsibilities

Achieve the set business targets on ANP and case count.
Fix meetings with prospects to conduct need analysis and explain products.
Implement and adhere to Need Based Selling Model.
Upsell & Cross Sell the Orphan Base of Customers allocated.
Ensure timely issuance of policies by resolving pending items.

Skills

Communication skills

Interpersonal skills

Leadership

Teamwork

Relationship Building

Decision making

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

Executive Relationship Manager - LOY

Department

Proprietary Business - Direct Sales Force

Level/ Band

103/204 Officer

Role Summary

Manage customer and partner relationships by supporting business acquisition, servicing, and retention activities. Coordinate with internal stakeholders to ensure smooth execution of operational and sales processes, address customer queries, monitor business performance, and drive engagement initiatives to enhance customer satisfaction, persistency, and business growth.

Organizational Relationships

Reports To

Sales Manager

Supervises

IIO Executives and Support Staff.

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
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

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills