- Position Overview

Position Title

Relationship Manager – Group Annuity

Department

Group Funds and Annuity

Level/ Band

Executive

Role Summary

- Organizational Relationships

Reports to

Sales Manager – Group Annuity

Supervises

None

C Job Dimensions

Geographic Area Covered

As per mapping to the Group Team Zone

Stakeholders - Internal

Group Funds Team

External

Corporates / Companies

- Key Result Areas

Sales

· Achieve the set business targets on ANP and/or case count

· Acquire New Customer through retirees from companies / References of corporate retirees / Nodal Officers of companies

· Fix meetings with the prospects to explain group annuity solutions face to face

· Fill up digital application form on the tab

· Coordinate with Nodal officers to share data in appropriate format with TALIC central operations team for closure

· Ensure timely funds transfer (Purchase Price) from the corporate to TALIC account

· Ensuring timely issuance of policies by resolving pending etc.

· Render prompt post sales service to all customers

· Keep a tab on competitive activity in assigned corporates and update Supervisor

· Strategize and interact closely with the supervisor on delivering on Business nos.

· Work with the supervisor and conduct joint sales calls whenever required





· To develop Group Annuity business by identifying corporates not empanelled with TALIC and seek support of Group Funds team to tie up with them

· Job requires travel within the zone as per company travel policy

Customer orientation & reporting/ (MIS)

· Adhere to sales activity management framework in place

· Follow – up on database / leads provided to the RMs

· Update the leads status on a daily basis

· Adhering to the Training Road map.

· Providing timely reports to Supervisor as required

· Ensuring compliance to internal sales process

· Follow process & product compliance as per TALIC policies and procedures

· Participate in risk mitigation activities, identify process gaps/flaws and suggest changes, reporting within defined timelines E Skills Required

Technical

§ Valuable Knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising/Leadership skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

- Expertise in the usage of MS Office
- High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines
- Candidates with prior experience in Annuity sales will be preferred

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

MBA

Experience

Min 1 Year

1 - 2 Yrs

📌 Relationship Manager - Group Annuity (New Delhi)
🏢 TATA AIA LIFE INSURANCE
📍 New Delhi