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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) :

3 lacs to 3.8 lacs

Years of experience :

1 to 2 years

Walk-in interview :


Practice Area :


Executive Relaionship Mgr 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: Executive Relationship Manager (ERM)

- Department: Direct Distribution – Direct Sales Force

- Level/ Band: Officer

- Reports to Direct: Sales Manager

* Sales:

- Achieve the Productivity & FYP Targets
- Acquire New Customer through following:
Natural market, References
- Up- sell & Cross Sell the Orphan Base of Customers allocated.
- Ensuring timely issuance of policies by resolving pending etc

* Customer orientation & reporting/ (MIS)

-Implement and adhere to Need Based Selling Model.
- Adhere to Activity management framework advised
- Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
- 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.
- Adhering to the TALIC code of conduct

* Relationship Management

- Render service to all allocated customers
- Adhere to the customer touch-point engagement in order to service his portfolio of customers.
- Maintaining the desired persistency rati

Desired Candidate Requirement

- Qualification: Graduate or Post Graduate (MBA or relevant degrees)

- Experience: 0 -2 years’ experience

- Age: Below 32 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
6. Teamwork 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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