Executive Relationship Manager - LOY
GoaFull-time2–5 yrsPosted 1 week ago
Mid-level finance role at Tata AIA Life Insurance in Goa. Needs 2+ years and Class 12.
About the role
Manage customer and partner relationships by supporting business acquisition, servicing, and retention activities. Coordinate with internal stakeholders to ensure smooth execution of operational and sales processes, address customer queries, monitor business performance, and drive engagement initiatives to enhance customer satisfaction, persistency, and business growth.
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
- MIS reporting
- Cross-selling
- Sales
- Compliance