Relationship Manager
Published date: 2024/01/10
Modified date: 2023/06/17
- Location: Bhopal, Madhya Pradesh, India
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
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
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