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Required Wealth Planning Officer

[0-5 Year(s) Exp]
Experience : 0-5 Years
Job Type : full-time
Key skills : Sales 
Job Description :

This will be an on-roll job in TATA AIA & Job Responsibilities are follows:-

Sales Responsibilities:-

    Achieve the set business targets on ANP and case count

    Acquire New Customer through following:- Leads, Natural market, References, Orphan base

    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.

    Render prompt post sales service to all allocated customers with respect to all domains

    Adhere to the customer touch-point engagement in order to service his portfolio of customers.

    Maintaining the desired persistency ratio

    Strategize and interact closely with the supervisor on delivering on Business nos.

    Work collectively with the supervisor and conduct joint sales calls whenever required

    To develop and implement short term and long term plans to achieve sales targets

Customer Orientation & Reporting Responsibiltites:-

    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.

    Ensuring compliance to internal sales process

    Should be process & product champion to ensure adherence to TALIC policies and procedures.

    Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines

Role Category: Direct Sales
Educational Qualification: Graduate
Functional Area: Sales, Retail, Business Development
Vacancies : 100
Job Posted On May. 12, 2017
Last Date To Apply April 29, 2017
Company Details
Company Name :


Company Address :

14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra 400013

Company Website :
Company Profile :

Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Ltd. and AIA Group Ltd. (AIA).

Tata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in Asia Pacific. Tata Sons holds a majority stake (51 per cent) in the company and AIA holds 49 per cent through AIA International Limited. Tata AIA Life Insurance Company Limited was licensed to operate in India on February 12, 2001 and started operations on April 1, 2001.

Tata AIA Life offers a wide variety of life insurance solutions that cover Protection, Savings and Wealth Creation needs for its customers.

Venue Location: Not Specified
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