Relationship Manager

Tata AIA Life Insurance; Amritsar; On-site; INR 450,000 - 500,000; Full time

Job summary

Tata AIA Life Insurance invites applications for a Relationship Manager - Direct Sales (DSF Channel) in Amritsar. The role targets achieving ANP and policy case counts, with a focus on acquiring customers and managing orphan base leads.

CTC is 4.50–5 L per annum. This is a field-based role requiring proactive prospecting and strong post-sales service to ensure policy issuance and portfolio growth.

Responsibilities

• Acquire new customers through leads, natural market, references, and orphan base.
• Fix meetings with prospects to conduct need analysis and explain products.
• Implement and adhere to the need-based selling model.
• Upsell and cross-sell to the orphan base of customers allocated.
• Ensure timely issuance of policies by resolving pending issues.
• Render prompt post-sales service to all allocated customers across domains.
• Adhere to customer touch-point engagement to service the portfolio.
• Strategize with supervisor on achieving business numbers and conduct joint sales calls when required.

Job description

Greetings from TATA AIA Life Insurance Co. Ltd.

Position Title - Relationship Manager - Direct Sales (DSF Channel )

CTC : 4.50 - 5 L

Location : Amritsar

Please find below the job profile & company details for the same.

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

Leads

Natural market

References

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 persistence 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

Regards

Team HR TATA AIA