Relationship Manager - Direct Sales Channel -Insurance Sales

Tata AIA Life Insurance; Patiala District, Bathinda; 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) based in Patiala/Bathinda. The role focuses on achieving targets, acquiring new customers, and servicing an allocated base through leads, references, and a natural market.

You will fix meetings, conduct need analysis, explain products, and ensure timely policy issuance. The position offers growth in a direct sales channel with ongoing post-sales support and a strong emphasis on persistency and

Qualifications

• Achieve set business targets on ANP and case count
• Acquire new customers through leads, natural market, references, and orphan base
• Fix meetings with prospects to conduct need analysis and explain products

Responsibilities

• Implement and adhere to Need Based Selling Model
• Upsell and cross-sell to allocated orphan base
• Ensure timely policy issuance by resolving pending items
• Provide prompt post-sales service to all allocated customers across domains
• Adhere to customer touch-points to service the portfolio
• Maintain desired persistency ratio
• Plan strategy with supervisor to deliver on business numbers
• Collaborate with supervisor 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 L 5 L

Location : Patiala, Bathinda

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 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

Regards

Team HR TATA AIA