Tata AIA - Corporate RM

Position Title - Corporate Relationship Manager

ONLY FEMALE CANDIDATES TO APPLY

Key Result Areas

Achieve the FYP budget for the year through GTL and EDLI and other Group products, in the designated geographical area

- Make the specified number of calls

- Bring in the assigned number of proposals

- Close the budgeted number of cases

- Generate the amount of premium targeted

Acquire new clients & interact with them

- Natural Market Calls/ Database Calls/ Cold calling and acquiring contacts for prospective new clients

- Making the first call and making a presentation of the benefits of the plan

- Meeting the likely policy administrators to convince them of the plan

- Taking data from the clients and presenting a draft proposal to them

Customer acquisition

- Following up with clients after submitting proposal to ensure that the case is closed

- Building rapport with the clients within and outside their workplace

Generate cross sales business

- Cross sell and up sell to existing clients in the first year of business with the client

Sales support to the agents in sales call

- Assist the agents in their sales call to enable closure of prospects.

MIS and reporting

- Prepare weekly and monthly reports regarding number of calls made

- Maintain pipelines and trackers of companies

Qualifications:

- Post Graduate with 5+ years of exp / Graduate with 8+ years of exp

Interested Candidates may please send their resume (do mention the current & expected CTC) to monica.goel@tataaia.com

Monica Goel
Manager HR
Tata AIA Life Insurance Co. Ltd.