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 Tatas esteemed leadership with AIAs 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 setting. 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. Position Overview Position Title Relationship Manager - S2S Department Proprietary Business- Direct Sales Force Level/ Band 102/204 Officer Role Summary: Manage and strengthen customer and partner relationships to support Source-to-Sales (S2S) business objectives. Drive lead generation, follow-ups, and conversion activities while coordinating with internal and external stakeholders to ensure seamless execution of sales initiatives. Monitor business performance,



resolve stakeholder queries, identify growth opportunities, and support customer acquisition and retention efforts to enhance sales productivity and revenue growth.

1. Organizational Relationships

Reports To

Sales Manager

Supervises

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Job Dimensions

Geographic Area Covered

As per mapped branch & city

Stakeholders Internal DSF Sales Force Stakeholders External Exiting Tata AIA Consumers Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: o Leads o Natural market o References o Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required To develop and implement short term and long-term plans to achieve sales targets Customer orientation & reporting/ (MIS) Adhere to Activity management framework advised Follow - up on their database / leads provided through Digital Campaigns and Lead Management System (Orphan/ New Prospects. Update the LMS (Lead management System)



on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Ensuring compliance to internal sales process

Should be process & product champion to ensure adherence to TALIC policies and procedures.

Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

1. Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification 12th/ Graduate Graduate Experience 0. 6 -2 years experience 2 years experience with similar role Age Below 30 years Basic Competency Good Attitude Clear Communication (Local Language), Basic English language understanding / communication Basic Mathematics (% calculation etc. ) 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 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:

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📌 Relationship ManagerS (Balasore)
🏢 TATA AIA LIFE INSURANCE
📍 Balasore