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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 Title | Sales Manager - Direct Digital |
Department | DSF (PFA) |
Level/ Band | 303/Sales Manager |
Role Summary:
Reports To | Area Sales Manager - Direct Digital |
Supervises | RMs/ARMs |
Job Dimensions
Geographic Area Covered | Zonal Area/ City/ Cities |
Stakeholders Internal | All cross functional departments |
Stakeholders External | Customers |
Distribution Deliverables | . Manage a team of 7-10 Relationship Managers. . Ensure team is run in full strength and hire/replacements as per budgeted strength communicated. . Achieve sales targets on issued FYP as per budgets informed. . Implement training road map and ensure all RMs are well trained as per needs and organizational objectives. . Implement Needs based Selling and Activity Management processes among RMs. . Ensure Goal sheets and performance review process is in place within timelines. . Support the business planning and implementation process for the business with the Manager. . Submission for required reports as per the timelines. . Review with Area Sales Manager/ National Head as per agreed periodicity. |
Business Results | . Monitor and evaluate achievement of targets against the following parameters: o Issued FYP o Productivity per RM o Case rate o Average Case Size o Activity Ratio o Attrition. o Meeting Rate o Time for Meeting . Monitor, control & evaluate the activity of the RMs through Activity Management System and Lead Management System. . Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team. . Meeting service-related goals and achieve renewal, reinstatement and resulting Persistency objectives for the team of RMs. |
Customer Relationship Management | . Enable superlative performance standards through alignment of the team with the organization's objectives as communicated from time to time. . Ensure clear communication of the overall strategies and drive ownership on goals and objectives. . Develop the competencies of the RMs. . Observe & demonstrate skills & knowledge with the RMs |
Code of conduct and ensuring compliance of statutory norms | . Engage regularly with the allocated Digital leads/ orphan /newly acquired customers to ensure higher retention, customer satisfaction and continued relationship. . Ensure all customers are serviced to the standards set up. . Adherence to the code of conduct by the entire FA team . Conformation to all financial and administrative systems. . Ensure compliance with TALIC norms for the Branch . Compliance with all statutory and regulatory norms |
Risk | . Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes |
Technical | . MS Office Suite | |
Behavioral | ||
Essential | Desired | |
Interpersonal skills | . | |
Communication skills | . | |
Creative thinking skills | . | |
Supervising / Leadership skills | . | |
Teamwork Skills | . | |
Influencing skills | . | |
Relationship Building skills | . | |
Decision making skills | . |
Essential | Desired | |
Qualification | Graduate | MBA |
Experience | 4-6 Years | Prior experience of handling similar roles |
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:
ata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata’s preeminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.
Job ID: 147006063
