Relationship Manager - LOY

Tata AIA Life Insurance; Surat; On-site; INR 300,000 - 420,000; Full time

Job summary

Tata AIA Life Insurance invites applications for the role of Assistant Relationship Manager - LOY. The role focuses on supporting loyalty and engagement programs, coordinating with internal stakeholders, and ensuring timely execution to boost customer retention and business growth.

The incumbent will monitor program performance, maintain loyalty MIS, and address queries while aligning with sales targets and lifecycle activities across mapped branches and cities.

Qualifications

• 12th/ Graduate required.
• 0–2 years of experience in a similar role.

Responsibilities

• Support planning, implementation and management of loyalty and engagement programs.
• Coordinate with internal stakeholders to monitor program performance.
• Maintain loyalty data and MIS and address partner and customer queries.
• Ensure seamless execution of loyalty initiatives to enhance customer retention and business growth.
• Achieve sales targets and work with the team to implement short- and long-term plans.

Skills

Interpersonal skills

Communication skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Organizational skills

Education

12th/ Graduate

Tools

MS Office Suite

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 Assistant Relationship Manager - LOY Department Proprietary Business - Direct Sales Force Level/ Band 102 Officer Role Summary : Support the planning, implementation, and management of loyalty and engagement programs by coordinating with internal stakeholders, monitoring program performance, maintaining loyalty data and MIS, addressing partner and customer queries, and ensuring seamless execution of loyalty initiatives to enhance customer retention, engagement, and business growth.

1. Organizational Relationships

Reports To

Sales Manager

Supervises

-

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 Acquire New Customer through following: 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.

1. Skills Required

Technical

MS Office Suite

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 12th/ Graduate Experience 0. 6 -2 years experience 2 years experience with similar role