Relationship Manager - Direct Digital
Job Description
Role description
Job Description
A Position Overview
Position Title
Relationship Manager - AUM
Department
Direct Distribution
Level/ Band
102
Role Summary:
The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA's customer base and ensuring timely policy issuance.
B Organizational Relationships
Reports To
Sales Manager
Supervises
Part Time Hires
C Job Dimensions
Geographic Area Covered
Location Specified
Stakeholders Internal
DSF, Stakeholder, Operations
External
Vendor, Customers, Hires
D Key Result Areas- Business Target Achievement:
- Achieve business targets as outlined in the goal sheet through team
- Engage, Lead and motivate team actively toward achieving sales objectives.
- Recruitment and Team Building:
- Recruit and onboard Team members to strengthen the sales team.
- Train and guide new team members to enhance their performance.
- Field Work and Prospecting:
- Conduct joint fieldwork (JFW) with team members to drive business growth.
- Schedule meetings with prospects to conduct need analysis and explain TATA AIA's life insurance products.
- Sales Planning:
- Develop & implement short-term & long-term plans to achieve sales targets.
- Monitor progress and adjust strategies as needed
E Skills Required
Technical
>
Behavioral
Basic MS office
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Experience- Proven Sales experience (1-4 years), preferably in the insurance industry.
- Excellent communication and interpersonal skills.
- Ability to lead and motivate a team.
- Understanding of life insurance products and market dynamics