Key Account Manager - Group Funds and Annuity

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 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.

1. Position Overview

Position Title

Key Account Manager/ Relationship Manager Corporate Funds & Pensions

Department

Group Business

Level/ Band

401-Manager / 301-Assistant Manager

Role Summary:

Group Funds

• Explore and seek business opportunities in Large and Medium Corporates Group Funds Retirals-Gratuity, Superannuation, Leave Encashments, Benevolence schemes etc


• Cross sell Group Funds to existing Group Life customers and leveraging Banca/ Agency team


• Business development through direct or intermediaries

1. Organizational Relationships

Reports To

Regional Head - Funds and Annuity

Supervises

Individual Contributor Role

Job Dimensions:

Geographic Area Covered

Mumbai, Delhi, Bangalore

Stakeholders Internal

Investments, Operations, F&A, Product, Mid-Office, L&C

Stakeholders External

CXOs, Trustees, Treasury Heads, Brokers/Banca/Agency teams, Annuity/NPS SPOCs

1. Key Result Areas

• Create sales funnel of large & medium (MSME) companies, Group Funds


• 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


• Interact and engage with Group Annuity/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. Track competition, Relationship with regional Banca & agency teams


• 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


• Reporting and maintaining MIS

E Skills Required:

Technical

Resourceful with MS Office PowerPoint and Excel especially

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

F Incumbent Characteristics:

Essential

Desired

Qualification

Graduate. MBA Preferred.

Experience

7-10 Yrs

Preferred- Life Insurance experience

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

Direct B2B Sales / Key Account Management

Exposure to sale of fund products in Mutual Funds

Disclaimer:
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