Direct Sales

About the Role

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment.

Position Overview

• Position Title: Assistant Relationship Manager - LOY
• Department: Direct Distribution – Direct Sales Force
• Level/Band: Officer
• Reports To: Sales Manager

Key Responsibilities

• Sales
• Achieve set business targets on ANP (Annual New Premium) and case count.
• Acquire new customers through leads, natural market, references, and 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 allocated customers.
• Ensure timely issuance of policies by resolving pending issues.
• Render prompt post-sales service to allocated customers.
• Adhere to customer touch-point engagement to service the portfolio.
• 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 when required.
• Develop and implement short-term and long-term plans to achieve sales targets.
• Customer Orientation & Reporting (MIS)
• Adhere to the Activity Management Framework.
• Follow up on database/leads provided through Digital Campaigns and Lead Management System.
• Update the LMS (Lead Management System) daily.
• Adhere to the Training Road map.
• Provide timely reports to the Supervisor / Area Manager as per requirements.
• Ensure compliance with internal sales processes.
• Act as a process & product champion to ensure adherence to TALIC policies and procedures.
• Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines.
• Highlight and recommend process gaps, flaws, and process changes.

Requirements & Tech Stack

• Technical Skills:
• MS Office Suite
• Behavioral Skills (Essential):
• Interpersonal skills
• Communication skills
• Creative thinking skills
• Supervising / Leadership skills
• Teamwork Skills
• Influencing skills
• Relationship Building skills
• Decision making skills
• Basic Competency:
• Good Attitude
• Clear Communication (Local Language)
• Basic English language understanding / communication
• Basic Mathematics (% calculation etc.)

Qualifications

• Essential: 12th / Graduate
• Desired: Graduate
• Age: Below 30 years

Experience

• Essential: 0.6 - 2 years’ experience
• Desired: 2 years’ experience with a similar role