Executive Relationship Manager - Direct Digital
PuneFull-time1–3 yrsPosted 1 week ago
Junior finance role at Tata AIA Life Insurance in Pune. Needs 1–3 years and an MBA.
About the role
Assistant Relationship Manager - Direct Digital Executive Relationship Manager - Direct Digital Sales Manager - DSF Sourcing L1 Direct Digital Senior Key Relationship Manager - Direct Digital Senior Sales Manager - DSF Sourcing L2 Direct Digital The Direct Digital Sales & Relationship Management team is responsible for driving customer acquisition, business growth, and revenue generation through digital and direct sales channels.
What you'll do
- Achieve the set business targets on ANP and case count
- 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
What you need
- Reporting
- Excel
- Portfolio management
- MIS reporting
- Cross-selling
- KYC
Good to have
- CRM
- Microsoft Dynamics
- Digital marketing
- Complaint handling
- Salesforce
- HubSpot