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 "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.

1. Position Overview

Position Title Key Account Manager - Broca Wealth Partner

Department

Broca and Key Accounts

Level/ Band

Assistant Manager/Senior Executive

Role Summary





We are looking for a dynamic and result-oriented professional to manage Broker and Corporate Agency partnerships for driving Life Insurance business. The role involves developing strong partner relationships, increasing wallet share, driving profitable business growth, conducting training sessions, and supporting partners through joint sales calls and fieldwork.

Key Responsibilities

- Manage and develop relationships with multiple Wealth Broker and Corporate Agency partners to generate Life Insurance business.
- Drive business growth by increasing wallet share across assigned partners and ensuring consistent engagement.
- Focus on generating profitable business with quality submissions and robust persistency.

-Focus on
- Affluent / emerging HNI customers
- High-ticket retail opportunities
- Long-term wealth and retirement solutions

through broker and advisor ecosystems.
- Conduct regular training and knowledge sessions for partner sales teams on products, sales processes, and market updates.
- Provide on-ground sales support through joint fieldwork and customer meetings to improve conversion and productivity.
- Ensure timely resolution of partner queries and maintain strong service standards.
- Monitor business performance, pipeline management, and achievement of assigned targets.
- Collaborate with internal teams for smooth policy issuance and operational support.

- Key Focus Areas

- Premium product positioning





- Retail wealth creation propositions
- Pension and investment-oriented solutions
- Deepening customer and partner engagement

1. Organizational Relationships

Reports To

Associate Vice President

Supervises

Individual Performer

Job Dimensions

Geographic Area Covered

Respective Zone

Stakeholders Internal

Underwriting, Training, POS, Operations Team

Stakeholders External

Assigned Broca Partners

1. Key Result Areas

«Key_Result_Areas_Title» «Key_Resulta_Areas_Responsibilities»

ANP Achievement

Target V Achievement

Focus Product Achievement

Target V Achievement

Issuance by Submission

Target V Achievement

Persistency

Target V Achievement

1. Skills Required

Technical Good understanding of Life Insurance products and sales processes.

Behavioral

Essential

Desired

«Skills_Required_Name_of_behavioural_Skil»

«Skills_Required_Essential_YesNo»

No«Skills_Required_Desired_YesNo»

- Channel Management

Yes
- Relationship Management

Yes
- Life Insurance Sales

Yes
- Business Development

Yes
- Training & Coaching

Yes
- Joint Field Work

Yes
- Partner Engagement

Yes
1. Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Post Graduate

Experience

3-5 years

Disclaimer

Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. If the application aligns with our requirements, you may be contacted for further steps. 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:

📌 Key Account Manager - Broca Wealth Partner (Mumbai)
🏢 TATA AIA LIFE INSURANCE
📍 Mumbai