Relationship Manager - Direct Digital

Job Description

A Position Overview

Position Title	Relationship Manager - AUM
Department	Direct Distribution
Level/ Band	102

Role Summary:

The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA's customer base and ensuring timely policy issuance.



B Organizational Relationships

Reports To	Sales Manager
Supervises	Part Time Hires

C Job Dimensions

Geographic Area Covered	Location Specified
Stakeholders Internal	DSF, Stakeholder, Operations
External	Vendor, Customers, Hires

D Key Result Areas

1. Business Target Achievement:
• Achieve business targets as outlined in the goal sheet through team
• Engage, Lead and motivate team actively toward achieving sales objectives.
2. Recruitment and Team Building:
• Recruit and onboard Team members to strengthen the sales team.
• Train and guide new team members to enhance their performance.
3. Field Work and Prospecting:
• Conduct joint fieldwork (JFW) with team members to drive business growth.
• Schedule meetings with prospects to conduct need analysis and explain TATA AIA's life insurance products.
4. Sales Planning:
• Develop & implement short-term & long-term plans to achieve sales targets.
• Monitor progress and adjust strategies as needed

E Skills Required

Technical	§ < >
Behavioral	Basic MS office
	Essential	Desired
Interpersonal skills	ü
Communication skills	ü
Creative thinking skills	ü
Supervising/Leadership skills	ü
Teamwork Skills	ü
Influencing skills	ü
Relationship Building skills	ü
Decision making skills	ü

F Incumbent Characteristics

	Essential	Desired
Qualification	Graduate
Experience	Proven Sales experience (1-4 years), preferably in the insurance industry. Excellent communication and interpersonal skills. Ability to lead and motivate a team. Understanding of life insurance products and market dynamics