Relationship Manager – DBS LVB Full-Time
Tata AIA Life Insurance Company Ltd
Posted By : Tata AIA Life Insurance Company Ltd
Others, Karnataka (22)Others, Kerala (1)Others, Tamil Nadu (106)
- Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointing with the Branch Manager/ SP on Business Implementation plan
- Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the Bank Sales/ Operations team 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 Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective
- Managing the relationship between internal team and channel partner 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 engagement protocols and ensure there are no customer
- Manage escalations w.r.t. sales and service deliverables.
- To maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the SP on business plan execution
- Tracking competition at branches level
- Maintain high standards of business following processes and compliance policies of both bank and parent organization
- Adhering to the Tata AIA Life code of conduct.
- Maintain and coordinate branch level MIS
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement
Role Specific Skills
- Active Listening
- Administration and Management
- Category Flexibility
- Communications and Media
- Critical Thinking
- Customer and Personal Service
- Deductive Reasoning
- Education and Training
- English Language
- Inductive Reasoning
- Information Ordering
- Law and Government
- Mathematical Reasoning
- Mathematics
- Near Vision
- Negotiation
- Oral Comprehension
- Oral Expression
- Persuasion
- Problem Sensitivity
- Reading Comprehension
- Sales and Marketing
- Service Orientation
- Social Perceptiveness
- Speaking
- Speech Clarity
- Speech Recognition
- Time Management
- Transportation
- Writing
- Written Comprehension
- Written Expression
Any Graduate
- Graduate
- Product/Subject Matter Expertise
- Business Perspective & Planning
- Finance / Insurance industry awareness
- Self-Management & Discipline
- Problem Solving Skills
- Peer level co-ordination and influencing skills
- English, Local Language
- Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
- Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
- Ensure Sales Targets assigned are met on every parameter
- Help branches assigned achieve Insurance Sales Targets
Journey
- Incentives
- Mediclaim Insurance
- PF