Relationship Manager - Direct Sales Force - Kolkata

Relationship Manager - Direct Sales Force - Kolkata

Tata Group
1-2 years
Not Specified

Job Description

Position Overview
  • Position Title : Relationship Manager - Direct Distribution - Direct Sales Force
    Organizational Relationships
  • Reports To Sales Manager
    Job Dimensions
  • Geographic Area Covered : As per mapped branch & city
  • Internal Stakeholders : DSF Sales Force
  • External Stakeholders : Exiting Tata AIA Consumers
    Key Result Areas
  • Achieve the set business targets on ANP and case count
  • Acquire New Customer through following:
    Natural market
    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.
    Incumbent Characteristics
  • Essential Desired
  • Qualification : 10+2, Graduate PG
  • Experience : 0 -2 years experience (Insurance / Financial Service Background)
  • Basic Competency : Good Attitude, Clear Communication ( Local Language ), Basic English language understanding / communication, Basic Mathematics ( % calculation etc )
  • CTC - Upto 2.50 Lacs
  • About Tata Group

    Tata Group

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