Job Description

:JOB DESCRIPTIONA Position OverviewPosition TitleRelationship Manager xe2x80x93 HDFC Bank Relationship ChannelDepartmentPartnership DistributionLevel/ Band201/204Role Summary:

• Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational RelationshipsReports ToAM/ TMSupervisesNAC Job DimensionsGeographic Area CoveredZone/ ClusterInternal StakeholdersTrainingBranch OperationsDistribution OperationsExternalChannel PartnerD Key Result AreasOrganization ProcessKey ContributionsSalesxc2xb7 Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branchesxc2xb7 Working jointing with the Branch Manager on Business Implementation planxc2xb7 Driving and motivating the branch staff and providing support for logging in applications sourcedxc2xb7 Tapping the right database of the branch and ensure authentic documentationxc2xb7 Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectivelyxc2xb7 Prospect and meet customers within and outside the Branch as when requiredxc2xb7 To develop, agree and implement short term and long term plans to achieve sales targetsxc2xb7 To achieve branch staff activation activation targetsxc2xb7 Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.xc2xb7 Seek commitment from the partner towards achievement of business objectiveRelationship Managementxc2xb7 Managing 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 Partnerxc2xb7 Provide all possHDFCe support to the channel partner as a face of parent companyxc2xb7 Effectively execute all Marketing activities as per Partners requirementxc2xb7 Ensuring timely issuance of policies with resolving all pending etc.xc2xb7 Adhere to the customer touch-point engagement in order to service his portfolio of customersxc2xb7 To maintain the desired persistency ratioxc2xb7 Prompt post-sales service with respect to all domainsxc2xb7 Strategize and interact closely with the HDFC branch manager on business plan executionEnsure Compliancexc2xb7 Ensure 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 teamMISxc2xb7 Adhering to the Training Road map.xc2xb7 Providing timely reports to the Supervisor as per the requirement.xc2xb7 Adhering to the TALIC code of conduct.xc2xb7 Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.F Skills RequiredTechnical

• Product/Subject matter expertise
• Business perspective & planning
• Finance / Insurance industry awareness
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills

BehavioralEssentialDesiredInterpersonal skillsxc2xb7Communication skillsxc2xb7Creative thinking skillsxc2xb7Supervising/Leadership skillsxc2xb7Teamwork Skillsxc2xb7Influencing skillsxc2xb7Relationship Building skillsxc2xb7Decision making skillsxc2xb7G Incumbent CharacteristicsEssentialDesiredQualificationGraduate/ PGExperience1 - 2 years in SalesAbout 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 Tataxe2x80x99s pre-eminent leadership position in India and AIAxe2x80x99s 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