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