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	Key Account Manager - Broca Wealth Partner
Department	Broca and Key Accounts
Level/ Band	Assistant Manager/Senior Executive

Role Summary:

We are looking for a dynamic and result-oriented professional to manage Broker and Corporate Agency partnerships for driving Life Insurance business. The role involves developing strong partner relationships, increasing wallet share, driving profitable business growth, conducting training sessions, and supporting partners through joint sales calls and fieldwork.

Key Responsibilities

- Manage and develop relationships with multiple Wealth Broker and Corporate Agency partners to generate Life Insurance business.

- Drive business growth by increasing wallet share across assigned partners and ensuring consistent engagement.

- Focus on generating profitable business with quality submissions and strong persistency.

-Focus on

Affluent / emerging HNI customers
High-ticket retail opportunities
Long-term wealth and retirement solutions

through broker and advisor ecosystems.

- Conduct regular training and knowledge sessions for partner sales teams on products, sales processes, and market updates.

- Provide on-ground sales support through joint fieldwork and customer meetings to improve conversion and productivity.

- Ensure timely resolution of partner queries and maintain strong service standards.

- Monitor business performance, pipeline management, and achievement of assigned targets.

- Collaborate with internal teams for smooth policy issuance and operational support.

- Key Focus Areas

Premium product positioning
Retail wealth creation propositions
Pension and investment-oriented solutions
Deepening customer and partner engagement

Organizational Relationships

Reports To	Associate Vice President
Supervises	Individual Performer

Job Dimensions

Geographic Area Covered	Respective Zone
Stakeholders Internal	Underwriting, Training, POS, Operations Team
Stakeholders External	Assigned Broca Partners

Key Result Areas

«Key_Result_Areas_Title»	«Key_Resulta_Areas_Responsibilities»
ANP Achievement	Target V Achievement
Focus Product Achievement	Target V Achievement
Issuance by Submission	Target V Achievement
Persistency	Target V Achievement

Skills Required

Technical	Good understanding of Life Insurance products and sales processes.
Behavioral
	Essential	Desired
«Skills_Required_Name_of_behavioural_Skil»	«Skills_Required_Essential_YesNo»	No«Skills_Required_Desired_YesNo»
- Channel Management	Yes
- Relationship Management	Yes
- Life Insurance Sales	Yes
- Business Development	Yes
- Training & Coaching	Yes
- Joint Field Work	Yes
- Partner Engagement	Yes

Incumbent Characteristics

	Essential	Desired
Qualification	Graduate	Post Graduate
Experience	3-5 years

Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. If the application aligns with our requirements, you may be contacted for further steps. 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:

Key Account Manager - Broca Wealth Partner