Relationship Manager - Group Annuity

Position Title

Relationship Manager - Group Annuity

Department

Group Funds and Annuity

Level/ Band

Executive

Reports to

Sales Manager - Group Annuity

Supervises

None

Geographic Area Covered

As per mapping to the Group Team Zone

Stakeholders - Internal

Group Funds Team

External

Corporates / Companies

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

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

.

Essential

Desired

Qualification

Graduate

MBA

Experience

Min 1 Year

1 - 2 Yrs