Tata AIA Life Insurance
Relationship Manager- Direct Sales Force
Skills
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹150,000 – ₹450,000 / year
Location:
Kochi, Kerala, India
Work mode:
Onsite
Published on:
23 August 2026
What they need
- 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
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.
Interested candidate can reach out to:
Sathish Jacob (Call/Whatsapp)- 9847106559
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