TATA AIA - Relationship Manager

Key Contributions:

Sales:

- To consistently meet the sales targets assigned to citibanking vertical

- Responsible and accountable for Channel Partner’s Sales/ Business Targets for the allocated branches

- Assist /help Citi RM to generate leads and log in prospective applications

- Driving and motivating the branch staff along with Citi RM and providing support for logging in applications sourced

- Tapping the right database of the branch and ensure authentic documentation

- Build relationship with the Citi Relationship Manager and ensure the business targets and Productivity targets of the allocated branches are met effectively

- Prospect and meet customers within and outside the Branch as when required

- To develop, agree and implement short term and long term plans to achieve sales targets

- To achieve branch RM activation targets

- Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.

- Seek commitment from the partner towards achievement of business objective

Relationship Management:

- Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

- Provide all possible support to the channel partner as a face of parent company

- Effectively execute all Marketing activities as per Partners requirement

- Ensuring timely issuance of policies with resolving all pending etc.

- Adhere to the customer touch-point engagement in order to service his portfolio of customers

- To maintain the desired persistency ratio

- Prompt post-sales service with respect to all domains

- Strategize and interact closely with the RM on business plan execution

Ensure Compliance:

- Ensure compliance to internal sales process & other compliance standards

- Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS:

- Adhering to the Training Road map.

- Providing timely reports to the Supervisor as per the requirement.

- Adhering to the TALIC code of conduct.

Skills Required:

Technical:

- Product/Subject matter expertise

- Business perspective & planning

- Finance / Insurance industry awareness

- Self management

- Problem solving skills

- Peer level co-ordination and influencing skills

Behavioral

- Interpersonal skills

- Communication skills

- Creative thinking skills

- Supervising/Leadership skills

- Teamwork Skills

- Influencing skills

- Relationship Building skills

- Decision making skills

Qualification : Graduate/ PG

Experience : 4 - 8 years in Sales (Insurance Background)