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Tata AIA Life Insurance Company Ltd.
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Relationship Manager - Virtual Bancassurance Hdfc

Relationship Manager - Virtual Bancassurance Hdfc

Tata AIA Life Insurance Company Ltd.

1 - 3 years

3 - 5 Lacs

noida

Posted:5 days ago| Platform:

Apply

Skills Required

relationship management training sales compliance bancassurance mis relationship building sales process subject matter expertise

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position Overview

Position Title

Relationship Manager Virtual Bancassurance HDFC

Department

Partnership Distribution- Virtual Bancassurance HDFC

Level/ Band

209

Role Summary:

Provide support in Sales of Life Insurance business through bank customers at bank branches 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 support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC 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 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 possHDFCe 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 branch manager on business plan execution

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/ PG

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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Relationship Manager - Virtual Bancassurance Hdfc

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.