Sr. Relationship Manager - AUM

Role description

Job Description

A Position Overview

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

C Job Dimensions

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

F Incumbent Characteristics