Assistant Relationship Manager - LOY

• Job Dimensions

As per mapped branch & city

· Achieve the set business targets on ANP and case count

· Acquire New Customer through following:

· Fix meetings with the prospects to conduct need analysis and explain products

· Implement and adhere to Need Based Selling Model.

· Up- sell & Cross Sell the Orphan Base of Customers allocated.

· 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 through Digital Campaigns and 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.

• Skills Required

Interpersonal skills

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Communication skills

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Creative thinking skills

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Influencing skills

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Relationship Building skills

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Decision making skills

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• Incumbent Characteristics

0.6 -2 years’ experience

2 years’ experience with similar role

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