Sr. Relationship Manager - AUM - Ghāziābād

apartmentTata AIA Life placeGhāziābād calendar_month 

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
  1. 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
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