| JOB DESCRIPTION |
|
| Position Title |
Wealth Planning Officer |
| Department |
Agency |
| Cadre |
Officer |
| |
| Organizational Relationships |
|
| Reports to Direct |
Sales Manager |
| |
| Job Dimensions |
|
| Geographic Area Covered |
As per Hiring Plan |
| Stakeholders - Internal |
Agency Sales |
| Stakeholders - External |
NA |
| |
| Sales |
|
- Achieve the Productivity & FYP Targets
- Acquire New Customer through following:
- Natural market
- References
- Up- sell & Cross Sell the Orphan Base of Customers allocated.
- Ensuring timely issuance of policies by resolving pending etc.
|
| |
| Relationship Management |
|
- Render service to all allocated customers
- Adhere to the customer touch-point engagement in order to service his portfolio of customers.
- Maintaining the desired persistency ratio.
|
| |
| Customer orientation & reporting/ (MIS) |
- Implement and adhere to Need Based Selling Model.
- Adhere to Activity management framework advised
- Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
- Update the LMS (Lead management System) on a daily basis.
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor / Area manager as per the requirement.
- Adhering to the TALIC code of conduct.
|
| |
| Incumbent Characteristics |
Essential |
Desired |
| Qualification |
Graduate |
PGDM |
| Experience |
Minimum 1 – 2 years of experience in Sales |
Fresh Post Graduates |
|
| |
| To apply please email your CV by 11th May on saumya@aima-ind.org, mentioning the subject of email as TATA AIG |
