Assistant Relationship Manager - LOY

Join Tata AIA Life Insurance, one of India’s fastest-growing life insurance providers, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. The company combines Tata’s trusted leadership with AIA’s extensive pan-Asian expertise, aiming to be the leading protection provider that enables dreams and inspires healthier, happier lives. Tata AIA fosters a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth and a supportive work environment. Recognized as a 'Great Place to Work' and recipient of the Kincentric Best Employer Award, the organization is committed to employee satisfaction and holistic well-being. With a core value centered on people, Tata AIA is dedicated to inspiring employees to deliver their best in 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 MIS, addressing partner and customer queries, and ensuring seamless execution of loyalty initiatives. The objective is to enhance customer retention, engagement, and drive business growth within the mapped branch and city areas. Reporting to the Sales Manager, the incumbent will work closely with the Direct Sales Force and existing Tata AIA customers.

Key Responsibilities

- Achieve assigned business targets related to Annualized New Premium (ANP) and case count.
- Acquire new customers by scheduling 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 across all domains to allocated customers.
- Maintain customer engagement through regular touchpoints to service the portfolio effectively.
- Maintain the desired persistency ratio.
- Collaborate with the supervisor to strategize and meet business objectives.
- Conduct joint sales calls with the supervisor when required.
- Develop and implement short-term and long-term sales plans.
- Follow the activity management framework and update the Lead Management System (LMS) daily.
- Follow up on leads from digital campaigns and orphan/new prospects.
- Adhere to the training roadmap and provide timely reports to supervisors and area managers.
- Ensure compliance with internal sales processes and act as a process and product champion.
- Participate in risk mitigation, contingency planning, and business continuity programs, highlighting process gaps and recommending improvements.

Required Qualifications

- Minimum qualification of 12th standard or graduate.
- Experience ranging from 0.6 to 2 years in a similar role is preferred.

Preferred Qualifications and Skills

- Proficiency in MS Office Suite.
- Strong interpersonal, communication, creative thinking, teamwork, influencing, relationship-building, decision-making, and leadership skills are desirable.
- Ability to work ethically, fairly, and accountably while maintaining customer orientation.
- Commitment to continuous learning and adherence to company policies and procedures.

Tata AIA Life Insurance does not charge any fees during the hiring process. Candidates are advised to verify job offers through official Tata AIA communication channels to avoid fraud. This job description is proprietary and confidential to Tata AIA Life Insurance.