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 growth opportunities
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 DBS LVB
Partnership Distribution
209 (Executive)
Role Summary:
-
-
Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
Interact with customers to explain the products and solutions. Assist and complete the
documentation as per guidelines
-
-
Ensure Sales Targets assigned are met on every parameter
Help branches assigned achieve Insurance Sales Targets
B. Organizational Relationships
Reports To
Supervises
Cluster Manager
NA
Tata AIA Life Insurance Co. Ltd
Internal use only

Job Description
Job Dimensions:




Geographic Area
Multiple Branches / Cluster / Region (As per requirement)
Covered
Training
Stakeholders Internal
Branch Operations & Underwriting
Distribution Operations
Channel Partner
Stakeholders External
C. Key Result Areas
Organization Process
Key Contributions

Achieve pre-set business targets on WNBP & Product Mix, case
count, active branch, active sales staff and various KPIs for
designated branches

¢
¢
¢
Working jointing with the Branch Manager/ SP on Business
Implementation plan
Driving and motivating the branch staff along with Bank SP and
providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic
documentation
Build relationship with the Bank Sales/ Operations team 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 RM activation targets
Work collectively with Bank Sales / operations team 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 to foster sales for the company and maintain utmost levels
of responsiveness to requirements from the Channel Partner
Provide all possible support to the channel partner as a face of
parent company
¢
¢
Effectively execute all Marketing activities as per Partners
requirement
Relationship
Management
¢
¢
Ensuring timely issuance of policies with resolving all pending etc.




Adhere to the customer engagement protocols and ensure there
are no customer
¢
¢
¢
Manage escalations w.r.t. sales and service deliverables.
To maintain the desired persistency ratio
Prompt post-sales service with respect to all domains
Tata AIA Life Insurance Co. Ltd
Internal use only

Job Description
¢
Strategize and interact closely with the SP on business plan
execution
¢
¢
Tracking competition at branches level
Maintain high standards of business following processes and
compliance policies of both bank and parent organization
Compliance
MIS
¢
Adhering to the Tata AIA Life code of conduct.
Maintain and coordinate branch level MIS
Adhering to the Training Road map.
¢
¢
¢
Providing timely reports to the Supervisor as per the requirement.
D. Skills Required
Technical
¢
¢
¢
¢
¢
¢
Product/Subject Matter Expertise
Business Perspective & Planning
Finance / Insurance industry awareness
Self-Management & Discipline
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
¢
Language Skills
English, Local Language
E. Incumbent Characteristics
Essential
Graduate
Desired
PG
Qualification
Experience
2 to 4 years of work experience
in Insurance / Financial Service
Background, Public Sector Bank
partner work experience would
be preferable
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 (Gurugram)
🏢 TATA AIA LIFE INSURANCE
📍 Gurugram