Relationship Manager - S2S

Position Title: Relationship Manager
Department: Direct Distribution - Direct Sales Force
Level/ Band: Officer/Executive
Organizational Relationships
Reports to Direct: Sales Manager
Job Dimensions Geographic Area Covered - As per mapped branch & city.
Stakeholders - Internal DSF Sales Force
Stakeholders - External Exiting Tata AIA Consumers
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
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 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.
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
Behavioral - Essential

Interpersonal Skills
Communication Skills
Influencing Skills
Relationship Building Skills
Decision Making Skills

Creative thinking skills
Supervising/ Leadership skills
Teamwork Skills
Incumbent Characteristics
Qualification: Graduate.
Experience: 0.6 -2 years' experience.
Age: Below 30 years
Basic Competency: Good Attitude,Clear Communication(Local Language), Basic English language understanding / communication Basic Mathematics ( % calculation etc).
Desired Qualification: Graduate.
Experience: 2 years' experience with similar role.
Competency For
Wealth Planning Officer
Consumer Focus
Understands the consumer life cycle, makes him/her feel valued and provides a value proposition suitable to the customer and make him/her a brand ambassador by making use of functional knowledge and expertise.
Proficiency Scale: 1
Proficiency Scale Description: Responds to all consumers in a positive way as prescribed and attends to consumers stated needs. Establishes relationship with assigned consumer base and provides them with the required services. Is aware about organization's key offerings with regard to products and services and tries to match them to the needs of the consumer. Supports persistency through renewal collection for the assigned base and by making every effort to retain consumers by explaining features, advantages and benefits and alternate options available through out the life cycle of the policy.
Building and Managing Relationships
Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals.
Proficiency Scale: 1
Proficiency Scale Description: Focused on serving allocated customer base and reaches out to them or new and repeat business. Is comfortable to reach out to stake holders whenever a need arises. Aware about the importance of commitment and respect while dealing with stakeholders and acts accordingly.
Effective Communication
Able to communicate accurately and concisely with various stakeholders by adapting communication methods based on situation and well reasoned arguments to convince and persuade stakeholder to achieve win-win situations.
Proficiency Scale: 1
Proficiency Scale Description: Can adapt to customers medium of interaction using the right language / socio-economic background focus based discussions. Well versed with multiple forms of communication suitable to make decision making easier. Maintains a positive body language while interacting with various stake holders.
Taking Ownership
Achieves results by taking responsibility proactively and by making timely decisions with speed & urgency.
Proficiency Scale: 1
Proficiency Scale Description: Is aware of the results to be delivered and does what is required to achieve the results. Stays focused on delivering tasks for which he/she is accountable. Escalates issues to seniors and waits for their inputs before proceeding further.
People Management
Develop and manages individuals and team performances through constructive feedback, coaching and mentoring.
Proficiency Scale: 1
Proficiency Scale Description: Understands various roles and functions of team/ branch members and aligns well to own role. Comes across as a team player.
Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.

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