Relationship Manager - Bancassurance IBL

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.

A.

Position Overview

Position Title

Relationship Manager - Bancassurance IBL

Department

Bancassurance IBL

Level/Band

Executive-209

Role Summary:

- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B.

Organizational Relationships

Reports To

Territory Manager/ Area Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Branches / Cluster

Stakeholders Internal

Training Branch Operations Distribution Operations

Stakeholders External

Channel Partner

C.

Organization Process

Key Contributions

Sales

Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the RAMBO Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required

To develop, agree and implement short term and long term plans to achieve sales targets

To achieve branch RM activation targets

Relationship Management

Adhere to the customer touch-point engagement in order to service his portfolio of customers

To maintain the desired persistency ratio

Ensure Compliance

Essential