Relationship Manager

TATA AIA LIFE INSURANCE DIRECT CHANNEL

Position: Relationship Manager / Sales Manager – Direct Sales
Channel: Direct Sales Force (DSF)
Department: Sales & Business Development

Job Description

Responsible for generating new business through company-provided leads, references, natural market and customer databases. The role involves contacting prospective customers, understanding their financial needs, explaining suitable life insurance products and converting leads into policies.

Key Responsibilities

• Generate and follow up on leads to acquire new customers.
• Conduct customer meetings and need analysis.
• Explain Tata AIA life insurance products and benefits.
• Achieve monthly and annual sales targets.
• Upsell and cross-sell suitable insurance solutions.
• Maintain strong customer relationships and provide post-sales service.
• Ensure timely policy issuance by resolving pending requirements.
• Follow company sales processes and compliance guidelines.
• Maintain daily activity, lead and sales reports.
• Work closely with the Sales Manager to achieve business targets.

Candidate Profile

• Graduate preferred.
• 1–4 years of experience in life insurance, banking, BFSI, telecom, loans, credit cards or direct sales preferred.
• Good communication and convincing skills.
• Customer-oriented and target-driven.
• Willingness to make customer calls and attend meetings.

Key Skills: Direct Sales | Lead Generation | Life Insurance | BFSI Sales | Customer Acquisition | Relationship Management | Need-Based Selling | Upselling & Cross-selling | Target Achievement

Reporting: Sales Manager / Area Sales ManagerRole & responsibilities

Preferred candidate profile