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 workplace. 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

Relationship Manager

Department

Axis Virtual Center-PD

Level/ Band

Executive (209)

Role Summary:





- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned location.

B Organizational Relationships

Reports To

CSM/RSM/ZSM

Supervises

NA

C Job Dimensions

Geographic Area Covered

Zone/ Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

. To consistently meet the sales targets assigned to Axis banking vertical

. Responsible and accountable for Channel Partner's Sales/ Business

Targets for the allocated branches

. Assist /help Axis RM to generate leads and log in prospective applications

. Driving and motivating the branch staff along with Axis RM and providing support for logging in applications sourced

. Tapping the right database of the branch and ensure authentic documentation

. Build relationship with the Axis Relationship Manager and ensure the business targets and Productivity targets of the allocated branches are met effectively

. 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 Axis RM and conduct joint sales calls as a team to achieve business nos.

. Seek commitment from the partner towards achievement of business objective





Relationship Management

. 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 possible 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

. To maintain the desired persistency ratio

. Prompt post-sales service with respect to all domains

Ensure Compliance

. Ensure compliance to internal sales process & other compliance standards

. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture.

MIS

. Adhering to the Training Road map.

. Providing timely reports to the Supervisor as per the requirement.

. Adhering to the TALIC code of conduct.

E Skills Required

Technical

- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination.

Behavioral

Essential

Desired

Interpersonal skills

Yes

Communication skills

Yes

Creative thinking skills

Yes

Supervising/Leadership skills

Teamwork Skills

Yes

Influencing skills

Yes

Relationship Building skills

Yes

Decision making skills

Yes

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

2 -3 years in Sales (Insurance Background)

📌 Relationship Manager - Axis Virtual Center (Kolkata)
🏢 Tata AIA Life
📍 Kolkata