Liase with Banks Regional officers and Zonal Officers and ensure alignment on Life Insurance Business
Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch managers
Guide and support team to ensure achievement of targets
Interact with customers to explain the products and solutions
Ensure activation, persistency & productivity is maintained.
Ensure quality of recruits hired in the team
Maintain & drive compliance at the zone
Organizational Relationships
Reports ToZonal ManagerSupervisesKAM
Job Dimensions
Geographic Area CoveredCluster(s)Stakeholders InternalSupervisors, Team (KAMs), Ops, Underwriting, LegalExternalIDFC First bank Channel Partner
Key Result Areas
Partner and Client Managementxc2xb7 Exceeding regional targets (NB, renewal, STP, digitisation, product mix etc)xc2xb7 Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurancexc2xb7 Engage with customers to explain the products and promote the brandxc2xb7 Ensure team is focused on Sales and support to all branches assigned.xc2xb7 Drive local contests and engagements to engage teamsxc2xb7 Keep track of all contests and initiatives launched bank, other insurers and Tata AIA Lifexc2xb7 Maintain a strong relationship with Regional Officer and Bank Branch manager - interact with them regularly to assess business status. Take help from them to push & motivate them to maintain productivityxc2xb7 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 Partnerxc2xb7 Aid the bank branches to adopt new processes and technologyTeam Managementxc2xb7 Assign target to each KAM at a branch level NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix.xc2xb7 Ensure team is hands on with each branch and maintains a high engagement level with each memberxc2xb7 Team development and trainingxc2xb7 Retention of high performing talentxc2xb7 Keep ZH and National Head updated about on ground activities by Bank and competitorsCustomer servicexc2xb7 Ensure adequate customer service grievance redressal, claim settlement, renewal etc.Risk Managementxe2x80x98Own-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.E Skills RequiredTechnicalxc2xb7 Good product knowledgexc2xb7 Good knowledge of MS OfficeBehavioralEssentialDesiredInterpersonal skillsxc2xb7Communication skillsxc2xb7Creative thinking skillsxc2xb7Supervising / Leadership skillsxc2xb7Teamwork Skillsxc2xb7Influencing skillsxc2xb7Relationship Building skillsxc2xb7Decision making skillsxc2xb7F Incumbent CharacteristicsEssentialDesiredQualificationGraduationPostgraduate/Insurance Specific Training AttendedExperienceShould have at least 8-10 years experience of sales with at least 2 years experience in leading teams.Preferably needs to have rural Banca sales experience in the insurance parlance.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 Tatas pre-eminent leadership position in India and AIAs 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.