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 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. * Position Overview

Position Title

Territory Sales Manager

Department

HDFC Bank Branch Banking

Level/ Band

Assistant Manager – 306

Role Summary:

Interact with Bank’s cluster head & bank employees and manage them on daily basis Branches directly mapped to him/her. Manage RMs mapped to him to help them achieve sales targets Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team, maintains & drives compliance at the zone.

- Organizational Relationships

Reports To

Circle Manager

Supervises

CAMs

Job Dimensions

Geographic Area Covered

Zone/s

Stakeholders Internal

Supervisors, CAMS, Ops, Underwriting

Stakeholders External

Bank – Channel Partner

- Key Result Areas

Interact with Bank branch employee,



Bank’s Cluster Head to help them achieve sales targets & while ensuring that the persistency & productivity is maintained

· Provide guidance &support; to Bank’s employee, TATA AIA CAMs and all stakeholders in terms of submissions, issuance, pending resolve etc

· Maintain good relationship with Bank’s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity

· Ensure that they are meeting their team targets as well as individual sales targets

· 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

Ensure Recruitment is as per plans

· Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.

· Align partner to ensure both teams are working towards the same goal

Monitor the performance of RMs to promote them to the next level

· Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

Maintain & drive compliance at the zone

· Ensure adherence to SOPs & sales processes & instigate disciplinary

action against those fond breaching them

Top Line Growth/Business Enablement

· Achievement of NB Premium target, RM Activation and Product mix

Business Enablers

· Sales activity management, renewal collection, and high level relationship mapping with bank staff (very important)

Risk

· ‘Own-up’ the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts.



Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.

- Skills Required

Technical

· Positive 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

·

- Incumbent Characteristics

Essential

Desired

Qualification

Graduation

Management background preferred

Experience

Should have at least 4-6 years’ experience of banca sales with at least 2 years’ experience in leading teams.

The incumbent also preferably needs to have knowledge of retail sales in the insurance parlance.

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:

About Company:

Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.

📌 Territory Sales Manager - HDFC Bank Branch Banking (Raipur)
🏢 TATA AIA LIFE INSURANCE
📍 Raipur