Relationship Manager

JOB DESCRIPTION

A Position Overview

Position Title

Assistant Relationship Manager - NPS / Relationship Manager - NPS / Sr. Relationship Manager - NPS

Department

Direct Distribution - NPS

Level/ Band

204

Role Summary:

B Organizational Relationships

Reports to

Sales Manager

Supervises

None

C Job Dimensions

Geographic Area Covered

As per mapped branch & city

Stakeholders Internal

NPS Sales Force

External

Consumers

D Key Result Areas

Sales
• Achieve the set business targets on ANP and case count
• Acquire New Customer through following: NPS Leads / Natural market / References / Orphan base

· Fix meetings with the prospects to explain annuity products
• Implement and adhere to Need Based Selling Model.
• Coordinate with Nodal officer for closure of policy
• 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 Customer orientation & reporting/ (MIS)
• Adhere to Activity management framework advised
• Follow - up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
• 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. E Skills Required

Technical

§ Good Knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising/Leadership skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

· Expertise in the usage of MS Office

· High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

MBA

Experience

1 - 2 Yrs

1 - 2 Yrs