Role: Relationship Manager
Industry Type: Insurance
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Life Insurance
UG: Any Graduate
Job Description
Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001
as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust,
integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At
Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier,
happier lives.
We foster a culture of innovation, inclusivity, and
continuous learning, offering dynamic career growth
opportunities and a supportive work environment.
Recognized as a "Great Place to Work" and recipient of
the Kincentric Best Employer Award, we are committed
to employee satisfaction and holistic well-being. Our
core value, "People - Our Core," emphasizes our
dedication to inspiring our employees to be and deliver
their very best. Our aim is to attract, hire and develop
highly capable leaders who are just, fair, ethical, and
accountable for their actions. We strive to provide our
employees with the right training, technology,
equipment, resources, and guidance to perform their
job effectively. Our promise to you is to provide for a
diverse, equitable, and inclusive work environment,
where each employee is valued as an individual and treated with respect, care, and compassion.
Fuel your future with us, find your wings, and S.O.A.R. Shape opportunities, Optimize your potential,
Accomplish meaningful work, and Reap holistic growth.
A.
Position Overview
Position Title
Department
Level/ Band
Relationship Manager Virtual Bancassurance HDFC
Partnership Distribution- Virtual Bancassurance HDFC
209
Role Summary:
-
Provide support in Sales of Life Insurance business through bank customers at bank branches across
assigned locations
B. Organizational Relationships
Reports To
Supervises
AM/ TM
NA
Tata AIA Life Insurance Co. Ltd
Internal use only
Job Description
Job Dimensions
Geographic Area
Covered
Zone/ Cluster
Training
Stakeholders Internal
Stakeholders External
Branch Operations
Distribution Operations
Channel Partner
C. Key Result Areas
Organization Process
Key Contributions
Achieve pre-set business targets on WNBP, persistency, case count,
active branch, active sales staff and various KPIs for designated
branches
ó
ó
ó
Working jointing with the Branch Manager on Business
Implementation plan
Driving and motivating the branch staff and providing support for
logging in applications sourced
Tapping the right database of the branch and ensure authentic
documentation
Build relationship with the HDFC branch staff and ensure the business
targets and Productivity targets of the allocated branches are met
effectively
Sales
ó
ó
Prospect and meet customers within and outside the Branch as when
required
To develop, agree and implement short term and long term plans to
achieve sales targets
ó
ó
To achieve branch staff activation targets
Work collectively with HDFC staff and conduct joint sales calls as a
team to achieve business nos.
ó
ó
Seek commitment from the partner towards achievement of business
objective
Managing the relationship between internal team and channel partner
so as to
Foster sales for the company and maintain utmost levels of
responsiveness to requirements from the Channel Partner
Provide all possHDFCe support to the channel partner as a face of
parent company
ó
ó
ó
ó
Effectively execute all Marketing activities as per Partners requirement
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order to service
his portfolio of customers
Relationship
Management
ó
ó
ó
To maintain the desired persistency ratio
Prompt post-sales service with respect to all domains
Strategize and interact closely with the HDFC branch manager on
business plan execution
ó
Ensure compliance to internal sales process & other compliance
standards
Ensure Compliance
ó Should be process & product champion to ensures adherence to
policies and procedures to cultivate a compliance culture in the team
Tata AIA Life Insurance Co. Ltd
Internal use only
Job Description
ó
ó
ó
ó
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.
Participate in risk mitigation plans, contingency planning, business
continuity programs by executing and reporting within defined
timelines. Highlight and recommend process gaps, flaws and process
changes.
MIS
D. Skills Required
Technical
ó
ó
ó
ó
ó
ó
Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Self-management
Problem solving skills
Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership
skills
ó
ó
ó
ó
Teamwork Skills
Influencing skills
Relationship Building
skills
ó
ó
ó
ó
Decision making skills
E. Incumbent Characteristics
Essential
Desired
Qualification
Experience
Graduate/ PG
1 - 3 years in Sales
Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers
through official Tata AIA communication channels to avoid fraud. The job description is the sole property of
Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are
forbidden. To know more about Tata AIA Life, click on the weblink: www.tataaia.com
Tata AIA Life Insurance Co. Ltd
Internal use only