Relationship Manager
Published date: 2026/11/08
- Location: Mumbai, Maharashtra, India
Executive Relationship Manager
Department
Direct Distribution – Direct Sales Force
Organizational Relationships
Reports to Direct
Sales Manager
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
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
Department
Direct Distribution – Direct Sales Force
Organizational Relationships
Reports to Direct
Sales Manager
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
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
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