Relationship Manager - Direct Digital

Tata AIA Life Insurance; Visakhapatnam; On-site; INR 450,000 - 700,000; Full time

Job summary

Tata AIA Life Insurance in Visakhapatnam, India is seeking a Relationship Manager to drive direct digital sales and build strong customer relationships. You will source new customers, manage a portfolio, and work with cross-functional teams to achieve sales targets and high customer satisfaction.

The role focuses on leveraging CRM tools and digital channels to grow the business, with emphasis on lead generation, account management, and post-sale service.

Qualifications

• Experience using CRM tools for sales pipeline management and lead qualification.
• Ability to drive customer acquisition through digital channels and direct sales.
• Strong interpersonal and communication skills with customer-centric approach.

Responsibilities

• Source new customers and drive sales conversions through digital and direct channels.
• Manage and grow a portfolio of customers, ensuring high retention and renewals.
• Collaborate with cross-functional teams to deliver seamless customer experiences and meet targets.

Skills

CRM tools

Lead generation

Digital sales

Account management

MS Excel

Education

Bachelor's degree / Graduate

MBA

Tools

Salesforce

Zoho CRM

HubSpot

MS Dynamics

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

Relationship Manager - Direct Digital Assistant Relationship Manager - Direct Digital Executive Relationship Manager - Direct Digital Relationship Manager - Direct Digital Sales Manager - DSF Sourcing L1 Direct Digital Senior Key Relationship Manager - Direct Digital Senior Relationship Manager - Direct Digital

Senior Sales Manager - DSF Sourcing L2 Direct Digital

Department

Proprietary Business - DSF (PFA)

Level/ Band

102/103/209/303

Role Summary

The Direct Digital Sales & Relationship Management team is responsible for driving customer acquisition, business growth, and revenue generation through digital and direct sales channels. The role focuses on building and maintaining strong customer relationships, identifying new business opportunities, managing customer portfolios, and ensuring high levels of customer satisfaction and retention. Responsibilities include sourcing new customers, driving sales conversions, supporting lead generation activities, managing account renewals, achieving assigned sales targets, and collaborating with cross-functional teams to deliver seamless customer experiences. The role also involves portfolio management, stakeholder engagement, and contributing to business growth by executing sales and relationship management strategies aligned with organizational objectives.

Organizational Relationships Reports To Sales Manager - Direct Digital Supervises - Job Dimensions Geographic Area Covered Zonal Area/ City/ Cities Stakeholders Internal All cross functional departments Stakeholders External Customers Key Result Areas Sales 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.

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

• Customer Relationship Management (CRM) tools (Salesforce, Zoho CRM, Microsoft Dynamics, HubSpot) Sales Pipeline Management Lead Generation and Lead Qualification Digital Sales and Online Customer Acquisition Account and Portfolio Management Customer Lifecycle Management Sales Forecasting and Reporting Revenue and Target Tracking Renewal and Retention Management Financial Product Knowledge (Loans, Insurance, Banking Products, Investments, etc. ) Business Development and Market Analysis Data Analysis and MIS Reporting Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, Dashboards) Microsoft PowerPoint and Business Presentations Customer Onboarding and KYC Processes Cross-selling and Up-selling Techniques Sales Performance Analytics Digital Marketing Fundamentals and Lead Conversion Stakeholder and Channel Partner Management Contract and Documentation Management Customer Service and Complaint Resolution System

Behavioral

Essential

Desired

Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills

Incumbent Characteristics

Essential

Desired

Qualification

Graduate

MBA

Experience

5 Years

Prior experience of handling similar roles