Relationship Manager

Job Description – Relationship Manager

Tata AIA Life Insurance | Direct Channel | Vashi

Position: Relationship Manager

Channel: Direct Channel

Location: Vashi, Navi Mumbai

Experience: Relevant sales/relationship management experience preferred

Compensation: Competitive package, based on experience and interview performance

About the Role

We are looking for an energetic, goal-oriented and customer-focused Relationship Manager to join the Direct Channel team. The candidate will be responsible for developing customer relationships, understanding financial protection and investment needs, recommending suitable life insurance solutions, and achieving business targets.

Key Responsibilities

• Develop and maintain strong relationships with existing and prospective customers.
• Generate business through direct customer interaction, references and lead follow-ups.
• Understand customer financial goals, protection requirements and investment needs.
• Recommend appropriate life insurance and financial solutions based on customer requirements.
• Conduct effective sales presentations and explain product features, benefits and applicable terms.
• Handle customer objections and use effective convincing and negotiation techniques.
• Manage the complete sales cycle—from lead generation and prospecting to conversion and policy issuance.
• Achieve assigned monthly and annual sales targets.
• Maintain regular follow-ups and ensure excellent customer experience.
• Develop long-term relationships to generate repeat business and referrals.
• Maintain accurate records of customer interactions, leads and sales activities.
• Ensure all business is conducted in accordance with the company’s sales processes, compliance requirements and guidelines.

Candidate Profile – What We Are Looking For

• Excellent verbal and written communication skills.
• Strong convincing, negotiation and interpersonal skills.
• Good understanding of sales and customer relationship management.
• Strong sales acumen and closing skills.
• Goal-oriented, self-motivated and willing to take ownership of targets.
• Customer-first approach with strong relationship-building ability.
• Positive attitude and ability to work effectively in a team.
• Good problem-solving and decision-making skills.
• Comfortable with field/customer meetings and direct selling.
• Prior experience in life insurance, banking, BFSI, financial services, retail sales or relationship management will be an advantage.

What We Offer

• Attractive compensation and performance-based incentives
• Career growth and development opportunities
• Structured training and mentoring
• Performance recognition
• Opportunity to build a career with Tata AIA Life Insurance
• Supportive and professional work environment