Executive Relationship Manager - Direct Digital

Tata AIA Life Insurance·Pune

Pay not stated1–3 yrsFull-time

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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

1–3 yrs of experience
Reporting
Excel
Portfolio management
MIS reporting
Cross-selling
KYC
MBA

Good to have

CRM
Microsoft Dynamics
Digital marketing
Complaint handling
Salesforce
HubSpot

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