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Mumbai - Western line (Suburbs)
Mumbai - Western Line (South)
Mumbai - Harbour Line

Category :

Bcom (Completed or Pursuing)

Designation :

Jobs in Industry

No of Openings :


Annual Salary(in lacs) :

2.5 lacs to 2.80 lacs

Years of experience :

1 to 2 years

Walk-in interview :


Practice Area :


Asst Relationship Manager for Top Insurance company across India



Organisation Description

The companys leadership position in India and presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. The company has written retail new business weighted premium of INR 1,048 crores for the financial year ending March 2017. As of March 31, 2017, the 13th month persistency of the company was at 82.20%. For the same period the retail claims settlement ratio of the company was 96.01%.

The company is part of the Biggest group which is a global enterprise, headquartered in India, comprising over 100 independent operating companies. The group operates in more than 100 countries across six continents, with a mission To improve the quality of life of the communities we serve globally, through long-term stakeholder value creation based on Leadership with Trust.

Each company or enterprise operates independently under the guidance and supervision of its own board of directors and shareholders. There are 29 publicly-listed enterprises with a combined market capitalisation of about $130.13 billion (as on March 31, 2017). Companies with significant scale include T Steel, Motors, Consultancy Services, Power, Chemicals, Global Beverages, Teleservices, Watches, Communications and Indian Hotels.

Job Description/ Work Profile

- Position Title: Assistant Relationship Manager

- Department: Direct Distribution – Direct Sales Force

- Level/ Band: Officer

- Reports to Direct: Sales Manager

* Sales:

- Achieve the set business targets on ANP and case count
- Acquire New Customer through following:
Leads, Natural market, References & Orphan base
- Fix meetings with the prospects to conduct need analysis and explain products
- Implement and adhere to Need Based Selling Model.
- Up- sell & Cross Sell the Orphan Base of Customers allocated.
- Ensuring timely issuance of policies by resolving pending etc.
- Render prompt post sales service to all allocated customers with respect to all domains
- Adhere to the customer touch-point engagement in order to service his portfolio of customers.
- Maintaining the desired persistency ratio
- Strategize and interact closely with the supervisor on delivering on Business nos.
- Work collectively with the supervisor and conduct joint sales calls whenever required
- To develop and implement short term and long term plans to achieve sales targets

* Customer orientation & reporting/ (MIS)

- Update the LMS (Lead management System) on a daily basis.
- Adhering to the Training Road map.
-Providing timely reports to the Supervisor / Area manager as per the requirement.
- Ensuring compliance to internal sales process
- Should be process & product champion to ensure adherence to TALIC policies and procedures.
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process

- Adhere to Activity management framework advised

- Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects).

Desired Candidate Requirement

- Qualification: 10+2 or Graduate

- Experience: 0 -2 years’ experience

- Age: Below 30 years

- Basic Competency:

1. Good Attitude
2. Clear Communication ( Local Language )
3. Basic English language understanding / communication
4. Basic Mathematics ( % calculation etc)

- Soft skills

1. Interpersonal Skills
2. Communication Skills
3. Influencing Skills
4. Relationship Building Skills
5. Decision Making Skills

- Competency For Wealth Planning Officer

1. Consumer Focus: Understands the consumer life cycle, makes him/her feel valued and provides a value proposition suitable to the customer and make him/her a brand ambassador by making use of functional knowledge and expertise.

2. Building and Managing Relationships: Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/n business goals.

3. Effective Communication: Able to communicate accurately and concisely with various stakeholders by adapting communication methods based on situation and well reasoned arguments to convince and persuade stakeholder to achieve win-win situations.

4. Taking Ownership: Achieves results by taking responsibility proactively and by making timely decisions with speed & urgency.

5. People Management: Develop and manages individuals and team performances through constructive feedback, coaching and mentoring.

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