Role 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 dynamic 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	Relationship Manager - DBS LVB
Department	Partnership Distribution
Level/ Band	209 (Executive)

Role Summary:

Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
Ensure Sales Targets assigned are met on every parameter
Help branches assigned achieve Insurance Sales Targets

Organizational Relationships

Reports To	Cluster Manager
Supervises	NA

Job Dimensions:

Geographic Area Covered	Multiple Branches / Cluster / Region (As per requirement)
Stakeholders Internal	Training
Branch Operations & Underwriting
Distribution Operations
Stakeholders External	Channel Partner

Key Result Areas

Organization Process	Key Contributions
Sales	. Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches . Working jointing with the Branch Manager/ SP on Business Implementation plan . Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the Bank Sales/ Operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively . Prospect and meet customers within and outside the Branch as when required . To develop, agree and implement short term and long term plans to achieve sales targets . To achieve branch RM activation targets . Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. . Seek commitment from the partner towards achievement of business objective
Relationship Management	. Managing the relationship between internal team and channel partner to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner . Provide all possible support to the channel partner as a face of parent company . Effectively execute all Marketing activities as per Partners requirement . Ensuring timely issuance of policies with resolving all pending etc. . Adhere to the customer engagement protocols and ensure there are no customer . Manage escalations w.r.t. sales and service deliverables. . To maintain the desired persistency ratio . Prompt post-sales service with respect to all domains . Strategize and interact closely with the SP on business plan execution . Tracking competition at branches level
Compliance	Maintain high standards of business following processes and compliance policies of both bank and parent organization Adhering to the Tata AIA Life code of conduct.
MIS	. Maintain and coordinate branch level MIS . Adhering to the Training Road map. . Providing timely reports to the Supervisor as per the requirement.

Skills Required

Technical	Product/Subject Matter Expertise Business Perspective & Planning Finance / Insurance industry awareness Self-Management & Discipline Problem Solving Skills Peer level co-ordination and influencing skills
Behavioral
	Essential	Desired
Interpersonal skills	.
Communication skills	.
Creative thinking skills		.
Supervising/Leadership skills		.
Teamwork Skills	.
Influencing skills		.
Relationship Building skills	.
Decision making skills	.
Language Skills	English, Local Language

Incumbent Characteristics

	Essential	Desired
Qualification	Graduate	PG
Experience	2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable

Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. 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:

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