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Location

Ghaziabad | India

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Job description

Company Description
TATA AIA INSURANCE

Job Description
JOB DESCRIPTION

Relationship Manager - S2S Role

Location

No . of position open

Supervisor

Interview Address

Landmark

NFC

3

Kamal Durgapal

Second Floor, 54, Old Ishwar Nagar, Main Mathura Road, New Delhi - 110065

Opposite Surya Crown Plaza

Pusa Road

3

Nitin Aggarwal

Second Floor, ParamTower, Plot No. 11/5-B, Pusa Road New Delhi - 110005

Opposite Metro Pillar NO. 132

Noida

2

Nitin Kumar

11th Floor World Trade Tower, Sector 16, Noida - 201301

Karkaduma

3

Akshay Tyagi

Pacific Business Park, Second Floor unit no: 211,212&213, Plot no 37/ 1, Site No. 4 , Nr. Kaushambi Metro Station, Sahibabad, Ghaziabad - 201010

Above Passport office Building

Gurgaon

1

Niteshkumar Pandey

First Floor, SCO-18-19, Sector-14, Gurgaon -122002

Near Payal Cinema

Key points for Better Understanding

channel

Direct Distribution – Direct Sales Force

Base Location

Delhi / Ghaziabad

Role

Relationship Manager - S2S

CTC Range

Upto 4L

channel

Direct Distribution – Direct Sales Force

Fast Tracking Promotion on Business Review

Monthly Incentive & Local Conveyance

Acquire New Customer Through

Leads / Natural market / References / Orphan base

Duties

Update the LMS (Lead management System) on a daily basis

Age

Below 30 years

Qualification

Graduate & Under Graduate with Exp.

Skills

Good Attitude , Clear Communication ( Local Language ), Basic English language understanding / communication

Geographic Area Covered

As per mapped branch & city

Designation

Minimum

Maximum

Remarks

JD Requirements (essential)

ARM/ RM/ ERM

2.80 L

4.00 L

Please refer updated CTC calculator for offering minimum CTC as per states

Preferably 0.6 to 2 years of work experience in Insurance, BFSI sector, Financial Services sector.

Desired 2 years' exposure in life insurance sector & sales management.

Good Attitude, Clear Communication (Local Language), Basic English language understanding / communication

Education : Graduates Only

Position Title

Relationship Manager

Department

Direct Distribution – Direct Sales Force

Level/ Band

Officer

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

Sales

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

Technical

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

Graduate

Graduate

Experience

0.6 -2 years' experience

2 years' experience with similar role

Age

Below 30 years

Basic Competency

Good Attitude

Clear Communication ( Local Language ), Basic English language understanding / communication

Basic Mathematics ( % calculation etc )

Competency

Competency For
Wealth Planning Officer

Proficiency Scale

Proficiency Scale Description

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.

1

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 throughout 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.

1

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.

1

Can adapt to customer's 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.

1

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.

1

Understands various roles and functions of team/ branch members and aligns well to own role. Comes across as a team player.

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