JOB DESCRIPTION
|
Position Title |
Relationship Manager – Group Annuity |
|
Department |
Group Funds and Annuity |
|
Level/ Band |
Executive |
Role Summary:
|
Reports to |
Sales Manager – Group Annuity |
|
Supervises |
None |
C Job Dimensions
|
Geographic Area Covered |
As per mapping to the Group Team Zone |
|
Stakeholders - Internal |
Group Funds Team |
|
External |
Corporates / Companies |
|
Sales |
· Achieve the set business targets on ANP and/or case count · Acquire New Customer through retirees from companies / References of corporate retirees / Nodal Officers of companies · Fix meetings with the prospects to explain group annuity solutions face to face · Fill up digital application form on the tab · Coordinate with Nodal officers to share data in appropriate format with TALIC central operations team for closure · Ensure timely funds transfer (Purchase Price) from the corporate to TALIC account · Ensuring timely issuance of policies by resolving pending etc. · Render prompt post sales service to all customers · Keep a tab on competitive activity in assigned corporates and update Supervisor · Strategize and interact closely with the supervisor on delivering on Business nos. · Work with the supervisor and conduct joint sales calls whenever required · To develop Group Annuity business by identifying corporates not empanelled with TALIC and seek support of Group Funds team to tie up with them · Job requires travel within the zone as per company travel policy |
|
Customer orientation & reporting/ (MIS) |
· Adhere to sales activity management framework in place · Follow – up on database / leads provided to the RMs · Update the leads status on a daily basis · Adhering to the Training Road map. · Providing timely reports to Supervisor as required · Ensuring compliance to internal sales process · Follow process & product compliance as per TALIC policies and procedures · Participate in risk mitigation activities, identify process gaps/flaws and suggest changes, reporting within defined timelines |
E Skills Required
|
Technical |
§ Good Knowledge of MS Office |
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Behavioral |
|
|
|
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Essential |
Desired |
|
Interpersonal skills |
· |
|
|
Communication skills |
· |
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Creative thinking skills |
· |
|
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Supervising/Leadership skills |
|
· |
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Teamwork Skills |
· |
|
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Influencing skills |
· |
|
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Relationship Building skills |
· |
|
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Decision making skills |
· |
|
F Incumbent Characteristics
|
|
Essential |
Desired |
|
Qualification |
Graduate |
MBA |
|
Experience |
Min 1 Year |
1 - 2 Yrs |
Source: Tata AIA Life Insurance careers — Read the original posting and apply
This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.
Tata AIA Life Insurance is an employer in the Insurance sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki Khoj is not a... Read More
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