Company Description TATA AIA Life Insurance is a leading life insurance provider in India, known for offering a broad range of protection and savings solutions tailored to diverse customer needs. The organization emphasizes integrity, transparency, and customer-centric advisory services to help individuals and families plan for their financial security. Team members work within a professional, compliance-focused workplace that values ethical sales practices and long-term client relationships.

This role is offered through an independent insurance advisory setup that provides guidance on TATA AIA Life Insurance products, without being formally affiliated with Tata AIA or any insurer.

Role Description The Relationship Manager role is a full-time, on-site position based in Ambikapur.

The Relationship

Manager will be responsible for engaging with prospective and existing clients, understanding their financial and protection needs, and recommending suitable life insurance solutions. Day-to-day activities include conducting client meetings, explaining product features and benefits, providing policy comparisons, and assisting clients through the proposal, documentation, and issuance process. The role also involves maintaining accurate records, following up on renewals, handling basic service requests, and coordinating with internal teams to ensure timely resolution of customer queries.





The Relationship

Manager is expected to work within regulatory guidelines, meet defined sales and service targets, and contribute to a positive customer experience.

Qualifications

- Demonstrated ability to build and maintain professional client relationships, with strong interpersonal and customer service skills.
- Solid communication skills in spoken and written English and local languages, with the capacity to explain financial products clearly and confidently.
- Basic understanding of life insurance concepts, financial planning principles, and a willingness to learn product details and regulatory requirements.
- Strong organizational and time management skills, including the ability to manage multiple client interactions and follow-ups efficiently.
- Comfort with using computers, CRM tools, and common office software for documentation, reporting, and client tracking.
- Ethical mindset, attention to detail, and commitment to working in line with industry regulations and compliance standards.
- Ability to work on-site in Ambikapur, with flexibility to meet clients during business hours and occasionally beyond.
- Preferred: Bachelor’s degree in business, finance, commerce, or a related field; prior experience in insurance, banking, or financial services is an advantage.

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