Manager - Retiral Solution

Role description

Job Description Document

Job Summary :

Group Funds

1. 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
2. Expand the Group Funds business across selected region- including Tier 1,2,3 cities
3. Cross sell Group Funds to existing Group Life customers

Annuity/NPS Annuity Leads

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

Key Responsibilities :

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

Skills Required :

Background Requirements :

Organisation Structure