Assistant Relationship Manager

About the Role

Position Title: Assistant Relationship Manager - Direct Channel

Department: Direct Distribution - Direct Sales Force

Level/Band: Officer Sales Manager

Reports to: Direct As per mapped branch & city

Key Responsibilities

• Achieve the set business targets on ANP and case count.
• Acquire new customers through:
• Leads
• Natural market
• References
• Orphan base
• Fix meetings with prospects to conduct need analysis and explain products.
• Implement and adhere to the Need Based Selling Model.
• Up-sell & Cross-sell the orphan base of customers allocated.
• Ensure timely issuance of policies by resolving pendings, etc.
• Render prompt post-sales service to all allocated customers with respect to all domains.
• Adhere to customer touch-point engagement to service their portfolio of customers.
• Maintain the desired persistency ratio.
• Strategize and interact closely with the supervisor on delivering business numbers.
• Work collectively with the supervisor and conduct joint sales calls whenever required.
• Develop and implement short-term and long-term plans to achieve sales targets.
• Adhere to the activity management framework.
• Follow up on their database/leads provided by the Lead Management System (Orphan/ New Prospects).
• Update the Lead Management System (LMS) on a daily basis.
• Adhere to the training road map.
• Provide timely reports to the Supervisor/Area Manager as per the requirement.
• Ensure compliance to internal sales process orientation & reporting (MIS).
• Be a 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.

Qualifications

• Graduate
• Age: Below 30 years
• Basic Local Language understanding/communication
• Basic English language understanding/communication
• Competency in Basic Mathematics (% calculation, etc.)

Skills

Technical / Behavioral / Essential

• Interpersonal Skills
• Communication Skills
• Creative Thinking Skills
• Supervising/Leadership Skills
• Teamwork Skills
• Influencing Skills
• Relationship Building Skills
• Decision Making Skills