Relationship Manager
Published date: 2026/11/09
- Location: Indore, Madhyapradesh , India
Position Title
JOB DESCRIPTION
Position Title
Assistant Relationship Manager
Department
Direct Distribution - Direct Sales Force
Level/ Band
Officer (102/103)
Organizational Relationships
Reports to Direct
Sales Manager
Job Dimensions
Geographic Area Covered
As per mapped branch & city
Stakeholders - Internal
DSF Sales Force
Stakeholders - External
Exiting Tata AIA Consumers
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.
• 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
JOB DESCRIPTION
Position Title
Assistant Relationship Manager
Department
Direct Distribution - Direct Sales Force
Level/ Band
Officer (102/103)
Organizational Relationships
Reports to Direct
Sales Manager
Job Dimensions
Geographic Area Covered
As per mapped branch & city
Stakeholders - Internal
DSF Sales Force
Stakeholders - External
Exiting Tata AIA Consumers
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.
• 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
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