Role 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 Excellent 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.

Position Overview

Position Title

TSM - Virtual Bancassurance HDFC

Department

Virtual Bancassurance HDFC

Level/ Band

Assistant Manager

Grade

304/306

B Organizational Relationships

Reports To

Area Manager/ Senior Area Manager

Supervises

C Job Dimensions

Geographic Area Covered

Virtual Bancassurance HDFC Floor

Stakeholders Internal

Virtual Bancassurance HDFC Supervisors / Phone Bankers

External

D Key Result Areas





Organization process

Key contributions

Frequency

Training

. Prepare training material for New Phone Bankers

. Certification/ Motivation of Phone bankers

. Timely Completion of training

. Coaching callers based on quality scores for improvement

. Training to improve sales

Daily / Monthly

Quality Evaluations

Ensure Quality Lead generation from the Phone Banker

Ensure regular monitoring of quality of calls and completion of monitoring within defined timelines

Timely feedback to caller

Collect customer feedback and review scripts regularly

Conducting Monthly certifications for the unit to assess product/process/ system.

Analyze the training requirements bases the feedback shared.

Daily / Monthly

MIS

. Prepare the Quality MIS

. Ensure the MIS is published to the relevant stakeholders on time.

Daily/ Weekly/ Monthly

Others

. Assist in preparation of process notes or system requirements

. Projects to improve overall lead quality

E Skills Required

Technical

Good Knowledge of MS Office / MS Excel

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

.

Creative thinking skills

.

Supervising/Leadership skills

.

Teamwork Skills

.

Influencing skills

.

Relationship Building skills

.

Decision making skills

.

Advance Excel skills

.

F Incumbent Characteristics

Essential

Desired

Qualification

Graduation

Post-Graduation

Experience

At least 3-5 years of experience in call centre industry, in Quality / Training process.

Any industry

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:

📌 Territory Sales Manager - Virtual Bancassurance HDFC (Kolkata)
🏢 Tata AIA Life
📍 Kolkata