Relationship Manager - S2S

Tata AIA Life Insurance, a prominent and rapidly growing life insurance provider in India, was established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. The company combines Tata’s trusted legacy with AIA’s extensive pan-Asian expertise to deliver protection solutions that inspire healthier and happier lives. Tata AIA fosters a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities within a supportive work environment. Recognized as a 'Great Place to Work' and a recipient of the Kincentric Best Employer Award, the organization is deeply committed to employee satisfaction and holistic well-being. With a core value of “People - Our Core,” Tata AIA emphasizes inspiring employees to perform at their best while promoting a diverse, equitable, and inclusive workplace.

The Assistant Relationship Manager - LOY will support the planning, implementation, and management of loyalty and engagement programs. This role involves coordinating with internal stakeholders, monitoring program performance, maintaining loyalty data and management information systems (MIS), addressing partner and customer queries, and ensuring seamless execution of loyalty initiatives. The objective is to enhance customer retention, engagement, and overall business growth within the Proprietary Business – Direct Sales Force department. The position reports to the Sales Manager and covers the geographic area as per the mapped branch and city.

Key Responsibilities

- Achieve assigned business targets related to Annualized New Premium (ANP) and case count.
- Acquire new customers by fixing meetings, conducting need analysis, and explaining products.
- Implement and adhere to the Need Based Selling Model.
- Up-sell and cross-sell to the orphan base of allocated customers.
- Ensure timely issuance of policies by resolving pending issues.
- Provide prompt post-sales service to all allocated customers across domains.
- Maintain customer engagement through regular touchpoints to service the portfolio.
- Maintain the desired persistency ratio and strategize closely with supervisors to meet business goals.
- Collaborate with supervisors for joint sales calls and develop short- and long-term sales plans.
- Adhere to the activity management framework and follow up on leads from digital campaigns and the Lead Management System (LMS).
- Update the LMS daily and comply with the training roadmap.
- Provide timely reports to supervisors and area managers.
- Ensure compliance with internal sales processes and act as a process and product champion to uphold company policies.
- Participate in risk mitigation, contingency planning, and business continuity programs by executing and reporting within defined timelines.
- Identify and recommend process improvements to address gaps and flaws.

Required Qualifications

- Minimum education: 12th pass or graduate.
- Experience: 0.6 to 2 years in a similar role, preferably within sales or customer engagement.

Preferred Qualifications and Skills

- Proficiency in MS Office Suite.
- Strong interpersonal and communication skills.
- Ability to think creatively and solve problems.
- Leadership and teamwork capabilities.
- Influencing and relationship-building skills.
- Effective decision-making abilities.

Tata AIA Life Insurance is committed to a transparent and ethical hiring process and does not charge any fees from candidates. Applicants are advised to verify job offers through official Tata AIA communication channels to avoid fraud. The job description is confidential and proprietary to Tata AIA Life Insurance.

Fuel your future with Tata AIA Life Insurance and join a team dedicated to shaping opportunities, optimizing potential, accomplishing meaningful work, and achieving holistic growth.