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 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

¢

¢

¢

Working jointing with the Branch Manager on Business

Implementation plan

Driving and engaging 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

¢

¢

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

¢

¢

To achieve branch staff activation targets

Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.

¢

¢

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

¢

¢

¢

¢

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

¢

¢





¢

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

¢

Ensure compliance to internal sales process & other compliance standards

Ensure Compliance

¢ 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

¢

¢

¢

¢

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

¢

¢

¢

¢

¢

¢

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

¢

¢

¢

¢

Teamwork Skills

Influencing skills

Relationship Building skills

¢

¢

¢

¢

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 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

📌 Relationship Manager (Delhi)
🏢 TATA AIA LIFE INSURANCE
📍 Delhi