Job Description

:A Position OverviewPosition TitleRelationship Manager - Bancassurance IBLRole Summary:xc2xb7Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB Organizational RelationshipsReports ToTerritory Manager/ Area ManagerC Job DimensionsGeographic Area CoveredBranches / ClusterInternal StakeholdersTrainingBranch OperationsDistribution OperationsExternalChannel PartnerD Key Result AreasOrganization ProcessKey ContributionsSalesxc2xb7Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branchesxc2xb7Working jointing with the Branch Manager on Business Implementation planxc2xb7Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourcedxc2xb7Tapping the right database of the branch and ensure authentic documentationxc2xb7Build relationship with the RAMBO Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectivelyxc2xb7Prospect and meet customers within and outside the Branch as when requiredxc2xb7To develop, agree and implement short term and long term plans to achieve sales targetsxc2xb7To achieve branch RM activation targetsxc2xb7Work collectively with RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business nos.xc2xb7Seek commitment from the partner towards achievement of business objectiveRelationship Managementxc2xb7Managing the relationship between internal team and channel partner so as toFoster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partnerxc2xb7Provide all possible support to the channel partner as a face of parent companyxc2xb7Effectively execute all Marketing activities as per Partners requirementxc2xb7Ensuring timely issuance of policies with resolving all pending etc.xc2xb7Adhere to the customer touch-point engagement in order to service his portfolio of customersxc2xb7To maintain the desired persistency ratioxc2xb7Prompt post-sales service with respect to all domainsxc2xb7Strategize and interact closely with the RM on business plan executionEnsure Compliancexc2xb7Ensure compliance to internal sales process & other compliance standardsxc2xb7 Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the teamMISxc2xb7Adhering to the Training Road map.xc2xb7Providing timely reports to the Supervisor as per the requirement.xc2xb7Adhering to the TALIC code of conduct.E Skills RequiredTechnicalxc2xb7Product/Subject matter expertisexc2xb7Business perspective & planningxc2xb7Finance / Insurance industry awarenessxc2xb7Self managementxc2xb7Problem solving skillsxc2xb7Peer level co-ordination and influencing skillsBehavioralEssentialDesiredInterpersonal skillsxc2xb7Communication skillsxc2xb7Creative thinking skillsxc2xb7Supervising/Leadership skillsxc2xb7Teamwork Skillsxc2xb7Influencing skillsxc2xb7Relationship Building skillsxc2xb7Decision making skillsxc2xb7Language SkillsEnglish, Local languageF Incumbent CharacteristicsEssentialDesiredQualificationGraduatePGExperience0.5 - 4 years in Sales (Insurance / Financial Service Background)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.

Tata AIA Life Insurance