Relationship Manager - LOY

Relationship Manager - LOY

Tata Group
1-2 years
Not Specified

Job Description


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.

  • Job Details

    Employment Types:



    About Tata Group

    Founded by Jamsetji Tata in 1868, the Tata group is a global enterprise headquartered in India. The group operates in more than 100 countries across six continents with a mission 'To improve the quality of life of the communities we serve globally, through long-term stakeholder value creation based on Leadership with Trust'​.
    Sixty-six per cent of the equity of Tata Sons, the promoter holding company, is held by philanthropic trusts, thereby returning wealth to society. The Tata name has been respected in India for 150 years for its adherence to strong values and business ethics.
    The companies of the Tata group employ the best and finest, strengthened by a culture of ethics and integrity. Today we stand strong at 702,454 employees.

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