Relationship Manager - Group Annuity

JOB DESCRIPTION Position Overview Position Title Relationship Manager - Group Annuity Department Group Funds and Annuity Level/ Band Executive Role Summary: Organizational Relationships Reports to Sales Manager - Group Annuity Supervises None C Job Dimensions Geographic Area Covered As per mapping to the Group Team Zone Stakeholders - Internal Group Funds Team External Corporates / Companies Key Result Areas Sales Achieve the set business targets on ANP and/or case count Acquire New Customer through retirees from companies / References of corporate retirees / Nodal Officers of companies Fix meetings with the prospects to explain group annuity solutions face to face

Fill up digital application form on the tab

Coordinate with Nodal officers to share data in appropriate format with TALIC central operations team for closure

Ensure timely funds transfer (Purchase Price) from the corporate to TALIC account

Ensuring timely issuance of policies by resolving pending etc

Render prompt post sales service to all customers

Keep a tab on competitive activity in assigned corporates and update Supervisor

Strategize and interact closely with the supervisor on delivering on Business nos.

Work with the supervisor and conduct joint sales calls whenever required

To develop Group Annuity business by identifying corporates not empanelled with TALIC and seek support of Group Funds team to tie up with them

Job requires travel within the zone as per company travel policy Customer orientation reporting/ (MIS) Adhere to sales activity management framework in place Follow - up on database / leads provided to the RMs Update the leads status on a daily basis Adhering to the Training Road map. Providing timely reports to Supervisor as required Ensuring compliance to internal sales process Follow process product compliance as per TALIC policies and procedures Participate in risk mitigation activities, identify process gaps/flaws and suggest changes, reporting within defined timelines E Skills Required Technical Good Knowledge of MS Office Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills

Relationship Building skills

Decision making skills

• Expertise in the usage of MS Office
• High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines
• Candidates with prior experience in Annuity sales will be preferred

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

MBA

Experience

Min 1 Year 1 - 2 Yrs

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.