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 - Branch Banking Prime - IDFC First Bank
IDFC First Bank
Assistant Manager 301
Role Summary:
The Job holder will need to engage with internal sales team along with the Channel Partner to exhibit leadership to drive
Insurance Sales through a combination of coaching, training, field sales support and business development activities
B. Organizational Relationships
Reports To
Supervises
Cluster Manager
NA
Tata AIA Life Insurance Co. Ltd




Internal use only

Job Description
Job Dimensions
Geographic Area Covered
Stakeholders Internal
Stakeholders External
Prime Branches/Clusters
Supervisors, Channel marketing, Branch operations, Distribution operations,
Product Management
IDFC First bank Channel Partner
C. Key Result Areas

The role holder should have the ability to achieve goals, efficiently execute target
plans aligned with choice priorities

¢
To plan target achievement, execute key priorities, allocate resources efficiently,
Implements and monitor plans constantly to track progress to accomplish desired
goals.
Strategic Business
Development
¢
To be able to multitask and balance competing priorities effectively, understand
the value of time and is able to get more done in less time than others, is able to
do significant value addition in driving organization goals
To achieve channel targets: Achieve Premium targets as per rolled out channel
plan
¢
¢
To achieve IDFC branch LG/ SP Activation Targets: To track LG productivity on a
weekly basis & track Input parameter like leads
¢
¢
To create healthy pool of lead generation across branch staff
Ability to set high standards for self. Continuously improve own performance and
meet or exceed objectives. Make joint field calls and motivate them to achieve
targets.
Sales & Compliance
Management
¢
¢
To be a Domain Expert: knowledgeable of product, industry norms, financial
markets, regulatory norms, channels, emerging trends, new developments
Should be able to apply the knowledge to enhance business prospects,
understand problems and provide proactive solutions basis his specialized
knowledge.




¢
¢
Ensures adherence to policies and procedures to cultivate a compliance culture
in the team.
Maintain and observe Companys internal control standards, implement, and
observe the Companys Compliance Policy.
¢
¢
¢
¢
Building & Leveraging Relationships: Being able to connect with people naturally,
show genuine concern for others,
Focuses on meeting customer needs both internal and external, able to persuade
& influence outcomes without direct controls.
Develops networks and builds alliances with wide range of stakeholders to
facilitate win-win situations.
Leveraging existing relationships well and is mature in creating robust personal
rapport and build long lasting relationship
Relationship Management
D. Skills Required
¢
Good product knowledge and SME
Business perspective & planning
Relationship building to closure
Finance / Insurance industry awareness
Self-management
¢
¢
¢
¢
¢
Technical
Behavioral
Peer level co-ordination and influencing skills
Essential
Desired
Tata AIA Life Insurance Co. Ltd
Internal use only

Job Description
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
¢
¢
¢
¢
¢
¢
¢
E.
Incumbent Characteristics
Essential
Graduation
Desired
Qualification
Experience
PG
3-4 years experience of Banca 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

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