Senior Relationship Manager
Reports to :Cluster Area Manager
Geographic Area Covered :
Branches / Cluster
Internal : Branch Operations
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
Working jointly with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
Prospect and meet customers within and outside the Branch as when required
To develop, agree and implement short term and long term plans to achieve sales targets
To achieve branch RM activation targets
Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
Seek commitment from the partner towards achievement of business objective
Managing the relationship between internal team and channel partner so as to
Foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner
Provide all possible support to the channel partner as a face of parent company
Effectively execute all Marketing activities as per Partners requirement
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order to service his portfolio of customers
To maintain the desired persistency ratio
Prompt post-sales service with respect to all domains
Strategize and interact closely with the RM on business plan execution
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.
Product/Subject matter expertise
Finance / Insurance industry awareness
Peer level co-ordination and influencing skills
Good Knowledge of MS Office / MS Excel
Business perspective & planning
Problem solving skills
Creative thinking skills
Relationship Building skills
Decision making skills
1 - 3 years in Sales (Insurance / Financial Service Background)
Disclaimer : This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organizational need/requirement from time to time.
Tata AIG Life Insurance Company Limited (Tata AIG Life) is a joint venture company, formed... by Tata Sons and AIA Group Limited (AIA). Tata AIG Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asia life insurance group in the world spanning 15 markets in Asia Pacific. Tata Sons holds a majority stake (74%) in the company and AIA holds 26% through an AIA Group company. Tata AIG Life Insurance Company Limited was licensed to operate in India on February 12, 2001 and started operations on April 1, 2001. Read full description
- Last updated:
- Job type:
- Full time
- Position type:
- Minimum experience:
- One year
- Compulsory Education
Jobs in Sales / Business Development