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Tata AIA Life Insurance Company Ltd.
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Relationship Manager - Hdfc Securities Branch

Relationship Manager - Hdfc Securities Branch

Tata AIA Life Insurance Company Ltd.

1 - 3 years

3 - 5 Lacs

bengaluru

Posted:23 hours ago| Platform:

Apply

Skills Required

relationship management training sales compliance mis relationship building sales process subject matter expertise business continuity service quality

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 - HDFC Securities

Department

Partnership Distribution

Level/ Band

Executive-209

Role Summary:

Provide support in Sales of Life Insurance business to equity & securities customers at HDFC Securities branches & at customer premises across assigned locations

Organizational Relationships

Reports To

AM/ TM

Supervises

Job Dimensions

Geographic Area Covered

Zone/ Cluster

Stakeholders Internal

Training

Branch Operations

Distribution Operations

Stakeholders External

Channel Partner

Key Result Areas

Organization Process

Key Contributions

Sales

Achieve pre-set business targets on WNBP, persistency, 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 and providing closure support & logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC Securities branch staff 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 staff activation targets Work collectively with HDFC Securities staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective

Relationship Management

Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers

To maintain the desired persistency ratio

Prompt post-sales service with respect to all domains

Strategize and interact closely with the HDFC Securities branch manager on business plan execution

Ensure that there are nil escalations on service quality and responsiveness by Partner

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards

Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

Adhering to the Training Road map.

Providing timely reports to the Supervisor as per the requirement.

Adhering to the TALIC code of conduct. 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.

Skills Required

Technical

Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

1 3 years in Sales

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:

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Personal Settings

Relationship Manager - Hdfc Securities Branch

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Position Overview

Position Title

Department

Level/ Band

Role Summary:

Organizational Relationships

Reports To

Supervises

Job Dimensions

Geographic Area Covered

Stakeholders Internal

Stakeholders External

Key Result Areas

Organization Process

Key Contributions

Sales

Relationship Management

Ensure Compliance

MIS

Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Incumbent Characteristics

Essential

Desired

Qualification

Experience

Disclaimer

More Jobs at Tata AIA Life Insurance Company Ltd.