Relationship Manager

Tata AIA Life Insurance; Thiruvananthapuram; On-site; INR 250,000 - 420,000; Full time

Job summary

Tata AIA Life Insurance in Thiruvananthapuram, Kerala is seeking a field sales executive to grow ANP and case counts. You will meet prospects, conduct needs analysis, and explain products to convert leads from natural market, references, and orphan base.

You will implement the Need Based Selling Model, upsell and cross-sell to allocated customers, ensure timely policy issuance, and provide prompt post-sales service while maintaining strong customer relationships and persistency.

Responsibilities

• 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
• Adhere to Activity management framework advised
• Follow up on their database / leads provided by 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.

Job description

• 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 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

• Adhere to Activity management framework advised

Follow up on their database / leads provided by 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.