Relationship Manager - NPS

  • Guwahati
  • Tata Aia Life Insurance
Direct DistributionPensions - Individual BusinessRelationship Manager - NPS112 JOB DESCRIPTION A Position Overview Position Title Assistant Relationship Manager – NPS / Relationship Manager – NPS / Sr. Relationship Manager - NPS Department Direct Distribution - NPS Level/ Band 204 RoleSummary: B Organizational Relationships Reports to Sales Manager Supervises None C Job Dimensions Geographic Area Covered As per mapped branch & city Stakeholders Internal NPS Sales Force External Consumers D Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: NPS Leads / Natural market / References / Orphan base ·Fix meetings with the prospects to explain annuity products Implement and adhere to Need Based Selling Model. Coordinate with Nodal officer for closure of policy 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. E Skills Required Technical §Good Knowledge of MS Office Behavioral Essential Desired Interpersonal skills · Communication skills · Creative thinking skills · Supervising/Leadership skills · Teamwork Skills · Influencing skills · Relationship Building skills · Decision making skills · ·Expertisein the usage of MS Office ·High levels offlexibility, adaptability to manage long hours, working under strict timelinesto reach deadlines F Incumbent Characteristics Essential Desired