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 Key Account Manager Department Yes Bank Branch Banking 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 Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas 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 jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank 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 & implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management <
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 - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 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 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 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 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 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. D. 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 <
KEY ACCOUNT MANAGER | PSU BANCASSSURANCE PARTNERSHIP A. Position Overview Position Title Key Account Manager Department Central Bank of India Level/ Band Executive Role Summary : - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets B. Organizational Relationships Reports To Area Manager Supervises NA C. Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal External Central Bank Channel Partner D. Key Result Areas Partner and Client Management Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc) Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched bank, other insurers and Tata AIA Life Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Managing the relationship between internal team and channel partner so as to foster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Allign partner to ensure both teams are working towards the same goal Customer service Ensure adequate customer service grievance redressal, claim settlement, renewal etc. E Skills Required Technical Good product knowledge Working knowledge of 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 F Incumbent Characteristics Essential Desired Qualification Graduation Post graduate/Insurance specific training Experience 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable CTC 3 lpa <
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
Dated: July 10,2025 A Position Overview Position Title Assistant Manager - Investments Operations (Back & Mid Office) Department Investments Operations Finance & Accounts Level/ Band Assistant Manager 1. Role Summary: a) Ensure smooth working of Investments Cash Flows, Banking & Settlement, Fund Accounting and declaration of daily NAV; b) Understanding of all Regulatory and Internal Exposure Norms related to settlement of trades c) SAP Investment Management System (IMS) (i) Addressing day to day issues; and (ii) New Development / enhancement with successful completion of UAT testing ; d) Derivative deal settlement and accounting e) MIS and Analytical. B Organizational Relationships Reports To AVP - Investments Operations Supervises Junior members of Investments Operations team (normally 3-4 officials) C Job Dimensions Geographic Area Covered National Stakeholders - Internal Fund Managers, Finance & Accounts, Operations, IT, Risk and Actuarial Department for Investments Operation activities. External Banks, Custodian, Counterparties & Auditors and System Vendor D Key Responsibility Areas 1) Prime responsibility would ensure smooth working of Investment Back Office - from morning Cash Flows to daily EOD activities 2) Ensure compliance of all regulatory and internal norms/ limits on day-to-day basis related to deal settlement for all assets classes 3) Updation and implementation of SOP Back Office 4) Managing various Investments Audits and ensure its smooth closures 5) Liaising with Banks, Custodian 6) Strengthening of MIS and share its analytical 7) Carrying out derivative accounting 8) Carrying out UAT for SAP IMS bugs as well as new requirements. 9) Support in preparing data / MIS for Board and its Committees 10) Grooming team members E 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 F. Incumbent Characteristics Essential Desired Qualification Chartered Accountant (CA) Advanced Excel Skills and writing Macros is desirable Experience Experience of 3-4 years in Life Insurance industry <
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
JOB DESCRIPTION Position Title Executive Relationship Manager S2S Department Direct Distribution - Direct Sales Force Level/ Band Officer (103) Organizational Relationships Reports to Direct Sales Manager Job Dimensions Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required To develop and implement short term and long term plans to achieve sales targets Customer orientation & reporting/ (MIS) Adhere to Activity management framework advised Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Ensuring compliance to internal sales process Should be process & product champion to ensure adherence to TALIC policies and procedures. 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 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 10+2 Graduate Experience 0 -2 years experience 2 years experience with similar role Age Below 30 years Basic Competency Good Attitude Clear Communication ( Local Language ), Basic English language understanding / communication Basic Mathematics ( % calculation etc ) Competency Competency For Wealth Planning Officer Proficiency Scale Proficiency Scale Description Consumer Focus Understands the consumer life cycle, makes him/her feel valued and provides a value proposition suitable to the customer and make him/her a brand ambassador by making use of functional knowledge and expertise. 1 Responds to all consumers in a positive way as prescribed and attends to consumers stated needs. Establishes relationship with assigned consumer base and provides them with the required services. Is aware about organization s key offerings with regard to products and services and tries to match them to the needs of the consumer. Supports persistency through renewal collection for the assigned base and by making every effort to retain consumers by explaining features, advantages and benefits and alternate options available through out the life cycle of the policy. Building and Managing Relationships Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals. 1 Focused on serving allocated customer base and reaches out to them or new and repeat business. Is comfortable to reach out to stake holders whenever a need arises. Aware about the importance of commitment and respect while dealing with stakeholders and acts accordingly. Effective Communication Able to communicate accurately and concisely with various stakeholders by adapting communication methods based on situation and well reasoned arguments to convince and persuade stakeholder to achieve win-win situations. 1 Can adapt to customers medium of interaction using the right language / socio-economic background focus based discussions. Well versed with multiple forms of communication suitable to make decision making easier. Maintains a positive body language while interacting with various stake holders. Taking Ownership Achieves results by taking responsibility proactively and by making timely decisions with speed & urgency. 1 Is aware of the results to be delivered and does what is required to achieve the results. Stays focused on delivering tasks for which he/she is accountable. Escalates issues to seniors and waits for their inputs before proceeding further. People Management Develop and manages individuals and team performances through constructive feedback, coaching and mentoring. 1 Understands various roles and functions of team/ branch members and aligns well to own role. Comes across as a team player. <
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Executive/201 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 m 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 RM 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. E 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 Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years <
Job description A. Position Overview Position Title Zonal Sales Manager Department Central Bank of India Level/ Band AVP / Senior Manager Role Summary : - Liaise with Bank s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business - Visit zones and regions - interact with Zonal Officers, Regional Officers and Bank branch managers - Guide and support team to ensure achievement of targets - Interact with customers to explain the products and solutions - Ensure activation, persistency & productivity is maintained. - Ensure quality of recruits hired in the team - Maintain & drive compliance at the zone B. Organizational Relationships Reports To National Head Supervises Regional Managers, Area Managers and KAM Job Dimensions Geographic Area Covered Zone (s) Stakeholders Internal Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal Stakeholders External Central Bank Channel Partner C. Key Result Areas Partner and Client Management Exceeding zonal targets (NB, renewal, STP, digitization, product mix etc.) Interact with the Bank Zonal Officer and his/her team to ensure alignment towards Tata AIA in life insurance Ensure team is focused on Sales and support to all branches assigned. Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched bank, other insurers and Tata AIA Life Maintain a strong relationship with Zonal officer, Regional Officer and Bank Branch manager - interact with them regularly to assess business status. Take help from them to push & motivate them to maintain productivity 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 Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter Assign target to each Regional Officer at a district level NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix. Ensure team is hands on with each branch and maintains a high engagement level with each member Team development and training Retention of high performing talent Keep National Head updated about on ground activities by Bank and competitors Coordinate with HO on various initiatives, updates, reviews, partner requirements Customer service Ensure adequate customer service grievance redressal, claim settlement, renewal etc. D. Skills Required Technical Good product knowledge Working knowledge of 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 E. Incumbent Characteristics Essential Desired Qualification Graduation Postgraduate/Insurance specific training Experience Should have at least 12-15 years experience of sales with at least 1 years experience in leading teams. Preferably needs to have PSU Banca sales experience in the insurance parlance. <
JOB DESCRIPTION A Position Overview Position Title Senior Manager & Manager Compliance Department Compliance Level/ Band Senior Manager & Manager Compliance Count 2 Locations Lower Parel, Peninsula Business Park, Mumbai Role Summary: Implementation of AML/CFT Guidelines/Regulations issued by the regulator and ensuring compliance. Implementation of Revised Red Flag Indicator & reporting format issued by FIU-Ind and ensure compliance. Developing and enhancing controls within processes, systems to adhere to regulatory directions. Preparation of AML Policy in line with the Regulatory requirement and update it regularly depending upon Regulatory changes or any other relevant factors. Ensuring compliance to AML Policy. Setting up processes for categorization of customer into High and Low Risk through various control mechanism such as AML Risk Grids, and market study etc. Analyzing, monitoring, disposition of s and transaction. Preparation of ground of suspicion and filing of Reports under new FINnet 2.0 portal with the relevant Authority post approval from the Principal Officer. Filing of Monthly and Annual Statutory returns: o Cash Transaction Report (CTR); o Counterfeit Currency Report (CCR); o Non-Profit Organization Transaction Report (NTR); o Suspicious Transaction Report (STR). Perform Product Risk Assessment for risk categorization of product. Preparing the AML Training content and ensuring all new, existing Employees and Agents are trained on AML. Screening of Customers, Agents etc. on ongoing basis and identifying reportable transactions. Conduct open-source search to find relevant information to complete the analysis and review. Reviewing Politically Exposed Person (PEP) - High Risk case before issuance of the policy. Circulating the FATF identified countries list to the relevant stakeholders and ensure compliance. Regular communication on AML/CFT regulation/policy to all Employees through emailer or other mode. Advisory on AML queries raised/opinion received from Regulator, Company Sales and Operations functions. Monthly and Annual review conducted to check adherence of AML Risk Grid, AML policy and sharing of observation. Filing of Annual Compliance Certificate with the local regulator. Presenting Monthly, Quarterly and Annual status update to Senior Management. Liaison with Auditors, FIU-Ind and IRDAI if required. B Organizational Relationships Reports To AVP- Compliance Supervises Same as above C Job Dimensions Geographic Area Covered Mumbai Internal Stakeholders All functions of the Company External FIU-Ind and IRDAI D Key Result Areas Organization Process Key Contributions Sales Establish AML Risk Grid for various channel with relevant Board approvals. Ensuring effective implementation of AML/KYC process in various operational and business process. Establishment of awareness and training program on AML/KYC norms. Provide well researched legal advice to business within prescribed timelines. Relationship Management Establishment of effective communication mechanism on Compliance culture, AML & KYC norms as per Annual Ethics Communication plan. Liaison with IRDAI & FIU-Ind to resolve business issues. Ensure Compliance Effective Implementation of AML/KYC regulations and statutes on regular basis. Review of AML Policy, AML processes, SOPs, Framework, regulatory impact on processes and recommend changes. Ensuring building of appropriate control mechanism within processes, systems to ensure that regulations are adhered to. Ensuring appropriate reporting of suspicious transaction cases on a regular basis. Enhancement of Software and technology for generation of s and reporting. Respond to queries raised on any issues pertaining to AML/CFT guidelines and rules. No significant outage or adverse remarks from IRDAI / GIA. MIS Maintaining Monthly, Quarterly and Annual filling MIS. E Skills Required Technical Regulatory Requirements: knowledge and understanding of Red Flag Indicator and revised reporting format issued by FIU-Ind; & AML Master Guidelines issued by IRDAI and how to meet these on a day-to-day basis. Analytical Thinking and Judgment: Ability to reach decisions by using the information systematically; ability to interpret complex concepts and cause and effect relationships. Company & Industry Know How: knowledge and understanding of the organization & industry. Drafting & Documentation Skills: Good Documentation skills for record maintenance Negotiation Skills: Effectively exploring alternatives to reach outcomes that gain the support and acceptance of all parties. Subject Matter Expertise: Has complete domain knowledge. Connecting with Others: Ability to effectively bring together diverse teams to jointly create results Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines. F Incumbent Characteristics Essential Desired Qualification Graduate & above Professional Degree (CA, CS) Experience 6-8 years of experience in AML Compliance Age Any <
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive 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 Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank 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 Work collectively with Bank Sales / operations team 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 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 RM 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. E 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
Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <
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 Key Account Manager Department IDFC First Bank of India Level/ Band Executive Role Summary : - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets B. Organizational Relationships Reports To Cluster Manager Supervises NA C. Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal Stakeholders External IDFC First Bank - Channel Partner D. Key Result Areas Partner and Client Management Exceeding branch level targets (NB, renewal, STP, digitization, product mix etc.) Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned - complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Managing the relationship between internal team and channel partner so as to foster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Align partner to ensure both teams are working towards the same goal Customer service Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. E. Skills Required Technical Good product knowledge Working knowledge of 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 F. Incumbent Characteristics
JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution - Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required To develop and implement short term and long term plans to achieve sales targets Adhere to Activity management framework advised Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Customer orientation & reporting/ (MIS) Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Ensuring compliance to internal sales process Should be process & product champion to ensure adherence to TALIC policies and procedures. 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 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 Graduate Experience 0 -2 years experience 2 years experience with similar role Age Below 30 years Basic Competency Good Attitude Clear Communication ( Local Language ), Basic English language understanding / communication Basic Mathematics ( % calculation etc ) Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time. <
Job Description A Position Overview Position Title Assistant Manager - Agency Business Associates Department Business Associate Model - Agency Sales Level/ Band 301- Assistant Manager Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. B Organizational Relationships Reports To Branch Manager Supervises NA C Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors D Key Result Areas Strengthen distribution by identifying potential leaders Support and manage the BAs in Recruitment & Training of Advisors. Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes . F Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate Skills <