Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a jointventure between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies alegacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At TataAIA, our vision is to be the pre-eminent protection provider enabling dreamsand inspiring healthier, happier lives.
Wefoster a culture of innovation, inclusivity, and continuous learning, offeringdynamic 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 committedto employee satisfaction and holistic well-being. Our core value, "People- Our Core, " emphasizes our dedication to inspiring our employees to be and delivertheir 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 righttraining, technology, equipment, resources, and guidance to perform their jobeffectively. 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. Shapeopportunities, Optimize your potential, Accomplish meaningful work, and Reapholistic growth.
A. 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 customerpremises across assigned locations
B. Organizational Relationships
Reports To
AM/ TM
Supervises
NA
Job Dimensions
Geographic Area
Covered
Zone/ Cluster
Stakeholders Internal
Training
Branch Operations
Distribution Operations
Stakeholders External
Channel Partner
C. 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
