Role description

JOB DESCRIPTION

1. Position Overview

Position Title

Relationship Manager - Broking C Corporate Agency

Department

Broca Retail Accounts

Level/ Band

Executives -204

Role Summary:

1. Robust track record of success for sales and account management
2. Excellent interpersonal and communication skills
3. Managing and developing retail broking partnerships to create value and business of LI
4. Maintain long term relationships with retail partnerships.

1. Organizational Relationships

Reports To

Manager/Sr. Manager / Asst. Vice President

Supervises

Individual contributor

1. Job Dimensions

Geographic Area

Covered

As per Location assigned

Internal Stakeholders

Sales Distribution teams, Product, CPC, OPS

External

Broking Partners Mapped

1. Key Result Areas

Organization

Process

Key Contributions

Sales

- Sales targets as per plans
- Persistency as per plan

Relationship

Management





- Zero escalations and partnership mindshare

Ensure Compliance

- 100% compliance to Internal processes and polices

MIS

- Business reports

1. Skills Required

Technical

Good communication skills, XL and PPT

Behavioral

Excellent interpersonal skills

Essential

Desired

Interpersonal skills

Yes

Communication skills

Yes

Creative thinking skills

Yes

Supervising/Leadership

skills

NO

Teamwork Skills

Yes

Influencing skills

Yes

Relationship Building skills

Yes

Decision making skills

Yes

Interpersonal skills

Yes

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduate

MBA

Experience

2-4 years in partnership

management

3 years in sales/PM

Age

25 years

25 to 30 years

📌 Relationship Manager - Broking and Corporate Agency (India)
🏢 Tata AIA Life
📍 India