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 energetic 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.

1. Position Overview

Position Title

Relationship Manager - Branch Banking Prime - IDFC First Bank

Department

IDFC First Bank

Level/ Band

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

1. Organizational Relationships

Reports To





Cluster Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Prime Branches/Cluster’s

Stakeholders Internal

Supervisors, Channel marketing, Branch operations, Distribution operations, Product Management

Stakeholders External

IDFC First bank – Channel Partner

1. Key Result Areas

Strategic Business Development

· 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.

· 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

Sales & Compliance Management

· 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.

· 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 Company’s internal control standards, implement, and observe the Company’s Compliance Policy.

Relationship Management

· 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 strong personal rapport and build long lasting relationship

1. Skills Required

Technical

· Good product knowledge and SME

· Business perspective & planning

· Relationship building to closure

· Finance / Insurance industry awareness

· Self-management

· 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

·

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduation

PG

Experience

3-4 years’ experience of Banca sales

Disclaimer

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📌 Relationship Manager - Branch Banking Prime - IDFC First Bank (Mumbai)
🏢 TATA AIA LIFE INSURANCE
📍 Mumbai