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Relationship Manager - S2S

Date Posted: Jun 09, 2025
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Job Detail

  • location_on
    Location Haldia, West Bengal, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Nov 14, 2026
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Job Description

JOB DESCRIPTION

Position Title

Relationship Manager

Department

Direct Distribution – Direct Sales Force

Level/ Band

Officer

Reports to Direct

Sales Manager

Geographic Area Covered

As per mapped branch & city

Stakeholders - Internal

DSF Sales Force

Stakeholders - External

Exiting Tata AIA Consumers

Organizational Relationships Job Dimensions

Key Result Areas

Sales

  • 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

  • Adhere to Activity management framework advised

  • Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.

Customer orientation & reporting/ (MIS)

  • 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

Technical

Behavioral

Essential

Desired

Interpersonal Skills

  • ​

Communication Skills

  • ​

Creative thinking skills

  • ​

Supervising/ Leadership skills

  • ​

Teamwork Skills

  • ​

Influencing Skills

  • ​

Relationship Building Skills

  • ​

Decision Making Skills

  • ​

Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Graduate

Experience

0 -2 years’ experience

2 years’ experience with similar role

Age

Below 30 years

Basic Competency

Good Attitude

Clear Communication

( Local Language ), Basic English language understanding / communication

Basic Mathematics ( % calculation etc )

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.

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.

Company Overview

Tata AIA Life Insurance
Tata AIA Life Insurance · Mumbai, Maharashtra, India
919 open roles

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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