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 Tatas esteemed leadership with AIAs 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
Relationship Manager - AUM
Department
Direct Distribution
Level/ Band
Officer
Role Summary
: The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA s customer base and ensuring timely policy issuance.
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Organizational Relationships
Reports To
Sales Manager
Supervises
Part Time Hires
Job Dimensions
Geographic Area Covered
Location Specified
Stakeholders Internal
DSF, Stakeholder, Operations
Stakeholders External
Vendor, Customers, Hires Key Result Areas
Business Target Achievement
Achieve business targets as outlined in the goal sheet through team Engage, Lead and motivate team actively toward achieving sales objectives. Recruitment and Team Building
RM s need to identify, onboard and build a team of IIA (Insurance Investment Advisors) Train and guide new team members to enhance their performance. Field Work and Prospecting
Conduct joint fieldwork (JFW) with team members to drive business growth. Schedule meetings with prospects to conduct need analysis and explain TATA AIA s life insurance products. Sales Planning
Develop & implement short-term & long-term plans to achieve sales targets. Monitor progress and adjust strategies as needed Skills Required
Technical
Basic MS Office Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
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Incumbent Characteristics
Essential
Desired
Qualification
Graduate Experience
Proven Sales experience (1-4 years), preferably in the insurance industry. Excellent communication and interpersonal skills. Ability to lead and motivate a team. Understanding of life insurance products and market dynamics Disclaimer
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