Job Description Document

Designation	Territory Head - Corporate Funds & Pensions Key Relationship Manager - Corporate Funds & Pensions (for Manager)
Grade	Senior Manager / Manager
Reporting into	Regional Head - Funds and Annuity
Location	Mumbai, Delhi, Bengaluru
Department	Group Business
Team Management	Individual Contributor Role
Internal Stakeholders	Investments, Operations, F&A, Product, Mid-Office, L&C
External Stakeholders	CXOs, Trustees, Treasury Heads, Brokers/Banca/Agency teams, NPS SPOCs

Job Summary :

Group Funds

Explore and seek business opportunities in Large and Medium Corporates as well as PSUs for sourcing Group Funds - Retirals-Gratuity, Superannuation, Leave Encashments, Benevolence schemes etc
Expand the Group Funds business across selected region- including Tier 1,2,3 cities
Cross sell Group Funds to existing Group Life customers

Annuity/NPS Annuity Leads

Support Group Annuity business including prospecting, processes, affiliation and fulfilment
Cross sell of Group Annuity to Group Fund clients and to Group Life clients
Engage with NPS Nodal officers to ensure that Tata AIA is a preferred partner for NPS annuity leads.
Ensure fulfilment of the leads either digitally or leveraging the Direct Sales Force/Agency team of Tata AIA

Key Responsibilities :

Create sales funnel of large & medium Indian companies, MNCs & PSUs for Group Funds and Annuity
Interact with and present Tata AIA Life capabilities with the Trustees and the Trust admin team
Approach and convert existing client contacts towards Tata AIA Life Group Funds and Annuity
Interact and engage with NPS SPOCs and generate business for Group Funds and Annuity
Make presentations to Trustees, engage in discussions and provide advice / solutions to Trustees
Keep oneself updated on capital market developments, latest Government regulations, legal documentation, IRDAI compliances and other critical aspects of Group Funds Management
Track client investments, sales activities, and maintain sales calls reports
Proactive engagement with clients with regards their portfolio, aligning with the Investments team
Collect and share market information on product, pricing, processes and overall solutions
Generate and track Annuity leads with the fulfilment team

Skills Required :

Skill Type	Description	Level
Technical	Understanding working of Capital Markets	Medium
Technical	Key Account Management, Direct Sales	High
Technical	Understanding of Financial Statements, Compliances and Legal Documents (related to Group Funds)	Low / Medium
Technical	Resourceful with MS Office - Powerpoint and Excel especially	Medium
Behavioural	Engage and manage relationships with Internal & External Stakeholders	High
Communication	Written and Spoken skills	Medium

Background Requirements :

Education

Graduate. MBA Preferred.

Work Experience - No of Years

4 - 8 years of overall Work Experience

Work Experience - Nature

Preferred- Life Insurance experience

. Past experience of working with Tier 1- private life insurers in their group funds vertical/annuity sales will be preferred.

. Past experience in working with PSUs clients/PF trusts/trustees will be an added advantage

Can be considered

. Direct B2B Sales / Key Account Management

. Exposure to sale of fund products in Mutual Funds

Organisation Structure

Corporate Group Business Team

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