Tata Group
Website:
tata.com
Job details:
Job Description
Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.
We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a 'Great Place to Work' and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, 'People - Our Core,' emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.
Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.
Position Title
Relationship Manager - Direct Digital
Assistant Relationship Manager - Direct Digital
Executive Relationship Manager - Direct Digital
Relationship Manager - Direct Digital
Sales Manager - DSF Sourcing L1 Direct Digital
Senior Key Relationship Manager - Direct Digital
Senior Relationship Manager - Direct Digital
Senior Sales Manager - DSF Sourcing L2 Direct Digital
Department
Proprietary Business - DSF (PFA)
Level/ Band
102/103/209/303
Role Summary:
The Direct Digital Sales & Relationship Management team is responsible for driving customer acquisition, business growth, and revenue generation through digital and direct sales channels. The role focuses on building and maintaining strong customer relationships, identifying new business opportunities, managing customer portfolios, and ensuring high levels of customer satisfaction and retention. Responsibilities include sourcing new customers, driving sales conversions, supporting lead generation activities, managing account renewals, achieving assigned sales targets, and collaborating with cross-functional teams to deliver seamless customer experiences. The role also involves portfolio management, stakeholder engagement, and contributing to business growth by executing sales and relationship management strategies aligned with organizational objectives.
- Organizational Relationships
Reports To
Sales Manager - Direct Digital
Supervises
Job Dimensions
Geographic Area Covered
Zonal Area/ City/ Cities
Stakeholders Internal
All cross functional departments
Stakeholders External
Customers
Sales
- Achieve the set business targets on ANP and case count
- Acquire New Customer through following:
- Leads
- Natural market
- References
- Orphan base
- 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
Technical
- Customer Relationship Management (CRM) tools (Salesforce, Zoho CRM, Microsoft Dynamics, HubSpot)
- Sales Pipeline Management
- Lead Generation and Lead Qualification
- Digital Sales and Online Customer Acquisition
- Account and Portfolio Management
- Customer Lifecycle Management
- Sales Forecasting and Reporting
- Revenue and Target Tracking
- Renewal and Retention Management
- Financial Product Knowledge (Loans, Insurance, Banking Products, Investments, etc.)
- Business Development and Market Analysis
- Data Analysis and MIS Reporting
- Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, Dashboards)
- Microsoft PowerPoint and Business Presentations
- Customer Onboarding and KYC Processes
- Cross-selling and Up-selling Techniques
- Sales Performance Analytics
- Digital Marketing Fundamentals and Lead Conversion
- Stakeholder and Channel Partner Management
- Contract and Documentation Management
- Customer Service and Complaint Resolution System
Behavioral
Essential
Desired
Interpersonal Skills
Communication skills
Creative Thinking Skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building Skills
Decision making skills
- Incumbent Characteristics
Essential
Desired
Qualification
Graduate
MBA
Experience
5 Years
Prior experience of handling similar roles
Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. If the application aligns with our requirements, you may be contacted for further steps. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:
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