Walk-in | Relationship Manager - Direct Channel

Tata AIA Life Insurance; Mumbai, Navi Mumbai; On-site; INR 300,000 - 500,000; Full time

Job summary

Tata AIA Life Insurance in Mumbai is seeking a fresher Assistant Relationship Manager to build a strong direct sales portfolio. You will engage with prospects, analyze needs, and explain suitable insurance solutions, while maintaining compliant sales processes.

As a fresher, you will undergo training and onboarding, with performance-driven targets and opportunities to advance within the Direct Distribution team at TALIC.

Qualifications

• Graduate degree or equivalent.
• Basic English language understanding/communication.
• Local language proficiency as applicable.

Responsibilities

• Achieve targets on ANP and case count.
• Acquire new customers through leads and referrals.
• Conduct need analysis and explain products to prospects.
• Adhere to Need Based Selling model and upsell/cross-sell.
• Ensure timely policy issuance and prompt post-sales service.
• Maintain LMS updates and daily activity reporting.
• Collaborate with supervisor and team to drive sales plans.
• Participate in training road map and provide MIS reports.

Skills

Interpersonal Skills

Communication Skills

Creative thinking

Supervising/Leadership

Teamwork

Influencing

Relationship Building

Decision Making

Education

Graduate

Job description

JOB DESCRIPTION

Position Title - Assistant Relationship Manager (fresher)

Department: Direct Distribution - Direct Sales Force

Level/ Band: Officer Sales Manager

Reports to: Direct

As per mapped branch & city

Key Result Areas

• 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

Sales

• Adhere to the customer touch-point engagement in order to service his portfolio of customers.
• Maintaining the desired persist-ency 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.

Customer

• Ensuring compliance to internal sales process

orientation & reporting/ (MIS)

• 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 / Behavioral /Essential Desired -

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

Qualification - Graduate

Age - Below 30 years

Basic

• ( Local Language ), Basic English language understanding / communication

Competency

• Basic Mathematics ( % calculation etc )