Relationship Manager

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 by 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.