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 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 Key Account Manager Department Axis 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 Cluster 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 Bank specified persons 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 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

Role & responsibilities Team Handling - Life Ins Banca Sales

JOB DESCRIPTION: 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

Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. 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 Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

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 Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

Conduct objective, fair, thorough, unbiased and timely investigations into allegations of fraud, waste or abuse committed against company by employees/agents/vendors or others (financial fraud including financial statements; vendor fraud). Review and research evidence/documents to analyse the overall pattern of data relating to the fraud and synthesize data into a professional report with recommendations. Ability to interview those that may have information about the fraud, analyze documentation (paper trails) and finally report the findings as per GIA report format. Documentation as per the group investigation manual in a manner which can be independently reviewed by reviewer. Thorough in-depth understanding of the business, risks and control environment to evaluate how the fraudster has perpetrated the fraud. Co-ordinate with respective stakeholders to fix the control gaps found. Coordinate, assign, and oversee field assignments to collect relevant information and evidence Collaborate with legal and compliance team Provide extensive support to Data Analytics team and Audit team during the phases when there are no investigations. . MUST HAVE - Excellent skills in Microsoft EXCEL and good aptitude to adopt new system . Competencies: HR to include latest table applicable for Assistant Manager/Manager E Requirements Proven working experience in the related field Strong interpersonal and communication skills including the ability to interact with clients, upper management and law enforcement Ingenuity and persistence to obtain case information not readily available with an eye for detail Ability to work independently with minimum supervision and in a time bound manner. Hands on experience with relevant Information System and laptop/disc imaging. Display good interviewing and interrogation skills along with the capability of drafting reports. Ability to analyze large data sets and summarize findings. Good organizational skills needed to manage a high volume of assigned cases Proficient with the insurance procedures, regulations and investigation methods Provide support, as needed, to audits led by other audit managers and/or functional audit teams. 2 - 3 years of Investigation experience, preferably from Big 4 and having experience in Life Insurance/ Banking/Financial Services industry Ability to interact with all levels of an organization. Honest and ethical with high levels of integrity and confidentiality. Skills Required Technical Good knowledge of forensic audits and investigation and methodology. Excellent knowledge of MS Excel and good control over keyboard command while using Excel Proficiency in use of computers, including MS Word and PowerPoint. Strong written and oral communication skills Behavioral Professional Skepticism, high energy level and initiative, team player 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 Certified Fraud Examiner Certificate of insurance fraud investigator / Chartered Accountant / Certified Internal Auditor / Masters in Business Administration / LLB Experience 2 to 3 years in Forensic Investigations Preferably from Big 4 and having experience in life insurance / financial services sector.

We are hiring for Key Account Manager Location: Gudur/Gudimellanka/Velagaleru/Adilabad/Venkatagiri/Tadepalle/Vizianagaram/Seethammadhara/Bhongir Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsDrive 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 branchesWorking jointly with the Branch Manager & Bank specified persons on Business Implementation planDriving and motivating the branch staff along with Bank RM and providing support for logging in applications sourcedPreferred candidate profile1 - 6 years in Sales (Insurance)Perks and benefitsCTC Range: 03.50 to 04.50 L PA + IncentivesInterested candidates please share your resume to rupa.jha@tataaia.com or call 8657794977

We are hiring for Key Account Manager Location: Nalgonda/Gudur/Gudimellanka/Velagaleru/Adilabad/Venkatagiri/Tadepalle/Vizianagaram/Seethammadhara/Bhongir Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsDrive 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 branchesWorking jointly with the Branch Manager & Bank specified persons on Business Implementation planDriving and motivating the branch staff along with Bank RM and providing support for logging in applications sourcedPreferred candidate profile1 - 6 years in Sales (Insurance)Perks and benefitsCTC Range: 03.50 to 04.50 L PA + IncentivesInterested candidates please share your resume to rupa.jha@tataaia.com or call 8657794977

We are hiring for Key Account Manager Location: Chennai Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsDrive 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 branchesWorking jointly with the Branch Manager & Bank specified persons on Business Implementation planDriving and motivating the branch staff along with Bank RM and providing support for logging in applications sourcedPreferred candidate profile1 - 6 years in Sales (Insurance)Perks and benefitsCTC Range: 03.50 to 05.00 L PA + IncentivesInterested candidates please share your resume to anandan.s@tataaia.com or call 8655649952

Job Description A Position Overview Position Title Manager - Customer and Distribution Services Department TDA-BSG Level/ Band AM/Manager Role Summary : We are looking for a ( ReactJS) senior developer experienced in building performant mobile apps on both the iOS and Android platforms. You will be responsible for architecting and building these applications, as well as coordinating with the teams responsible for other layers of the product infrastructure. Building a product is a highly collaborative effort, and as such, a strong team player with a commitment to perfection is required. B Organizational Relationships Reports to AVP/VP Supervises NA C Job Dimensions Geographic Area Covered Pan India Stakeholders Internal TDA-BSG and all other TATA AIA internal departments External Partners D Key Result Areas Architect, build, and maintain performant mobile applications on both iOS and Android platforms using ReactJS. Ensure the applications are of the highest quality by writing clean, well-documented code and maintaining code/design documentation. Work closely with cross-functional teams, including other developers, engineers, and stakeholders, to ensure seamless integration of various layers of the product infrastructure. Diagnose and fix bugs and performance bottlenecks to ensure the applications perform smoothly and efficiently. Continuously measure, drive, and optimize non-functional aspects such as app size, memory usage, battery usage, storage space, page load time, image load, video playback, and app open time. Integrate APIs effectively and ensure modern authorization mechanisms, such as JSON Web Token, are implemented. Drive the platform dev-sec-ops strategy by fully automating development, test, code quality and security checks, build, and monitoring processes. Monitor application performance and stability. Follow CI/CD guidelines to ensure zero-touch build, deploy, and test processes. Stay updated with the latest trends and technologies in mobile application development and continuously improve technical skills. Innovate and propose changes to improve the application architecture and overall product performance G Skills Required Technical Experience in developing web applications using ReactJS, HTML5, JQuery, CSS3, NodeJs and JavaScript for UI components Experience with user interface design Thorough understanding of React.js and its core principles Experience with popular React.js workflows Experience with browser-based debugging and performance testing software Experience with API integration Knowledge of modern authorisation mechanisms, such as JSON Web Token. Experience with front-end build tools and package managers (e.g., Webpack, Babel, NPM). Proficiency in version control systems like Git. Hands- on coding and release experience of ReactJS based mobile application. Strong knowledge of asyn/await, promise patterns. Build pixel-perfect, buttery smooth UIs across both mobile platforms. Leverage native APIs for deep integrations with both platforms. Diagnose and fix bugs and performance bottlenecks for performance that feels native. Reach out to the open source community to encourage and help implement mission-critical software fixes React Native moves fast and often breaks things. Maintain code and write automated tests to ensure the product is of the highest quality. Firm grasp of the JavaScript {{and TypeScript or ClojureScript}} language and its nuances, including ES6+ syntax Knowledge of {{functional or object-oriented}} programming Ability to write well-documented, clean Javascript code Rock solid at working with third-party dependencies and debugging dependency conflicts. Familiarity with native build tools, like XCode, Gradle {{Android Studio, IntelliJ}} Understanding of REST APIs, the document request model, and offline storage Experience with automated testing suites, like {{Jest or Mocha}} Continuously measuring, driving and optimizing the non-functionals like the app size, memory usage, battery usage, storage space, the page load elapsed time, the image load, the video playback and the app open elapsed time. Driving the platform dev-sec-ops strategy by fully automating the development, test, code quality and security checks, build and monitoring processes Creating SDK out of the mobile platform which can be integrated with any third-party mobile app of our strategic business partners. Leveraging the device farm set up with the cloud provider to test the app against a suite of android and ios devices and their respective OS versions Strong experience in monitoring the application performance/stability using Firebase. Develop and maintain code/design documentation to ensure that the architecture is well-documented and communicated to all stakeholders. Developers and engineers to help them understand and implement the application architecture. Proficiency in project management tools like JIRA etc, code versioning tools such as Bitbucket and GIT Proficiency in following CI/CD guidelines and ensuring zero touch build/deploy and test. Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills H Incumbent Characteristics Essential Desired Qualification Bachelor or equivalent degree in computer Science, Information systems, Engineering Experience Min 3 to 5 years of experience as per the grade we are hiring

Interact with Bank s cluster head bank employees and manage them on daily basis Branches directly mapped to him/her. Manage RMs mapped to him to help them achieve sales targets Ensuring that the persistency productivity is maintained, Ensures quality of recruits hired in the team, maintains drives compliance at the zone. Organizational Relationships Reports To Zonal Sales Manager Supervises KAMs Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting External Bank - Channel Partner Key Result Areas Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets , while ensuring that the persistency productivity is maintained Provide guidance support to Bank s employee, TATA AIA KAMs and all stakeholders in terms of submissions, issuance , pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push motivate them to maintain productivity Maintain persistency by monitoring case size healthy product mix Ensure that they are meeting their team targets as well as individual sales targets 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 Ensure Recruitment is as per plans Regularly interact with HR to ensure that recruitment is as per plan Monitor the performance of RMs to promote them to the next level Ensure that KAMs meet their respective targets which will promote them to the next level Maintain drive compliance at the zone Ensure adherence to SOPs sales processes instigate disciplinary action against those fond breaching them

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

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 Organizational Relationships Reports To Cluster Manager Supervises NA Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal External IDFC First Bank - Channel Partner 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 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 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. Risk Management Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status. 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 Experience 1 to 3 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable

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 Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

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 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 m aintain 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. F 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

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Delegating responsibilities and supervising business operations Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities. Resolving conflicts or complaints from customers and employees. Monitoring store activity and ensuring it is properly provisioned and staffed. Analyzing information and processes and developing more effective or efficient processes and strategies. Establishing and achieving business and profit objectives. Maintaining a clean, tidy business, ensuring that signage and displays are attractive. Generating reports and presenting information to upper-level managers or other parties. Ensuring staff members follow company policies and procedures. Other duties to ensure the overall health and success of the business.

The Developer will be responsible for designing, developing, and maintaining applications. The ideal candidate should have a deep understanding of application architecture principles and best practices, with experience in cloud-based technologies like Azure and mobile development frameworks. Geographic Area Covered PAN India Stakeholders Internal TDA-BSG and all other TATA AIA internal departments External Partners D Key Result Areas Help write and optimize in-application SQL statements Ensure performance, security, and availability of databases Prepare documentations and specifications Handle common database procedures such as upgrade, backup, recovery, migration, etc Profile server resource usage, and optimize and tweak as necessary Collaborate with other team members and stakeholders E Competencies ( Please copy paste from Competency Dictionary) Competency For Proficiency Scale Proficiency Scale Description Eg Business Acumen and Strategic Orientation Ability to align with the organizations vision with a fair understanding of the insurance industry, regulations, financial markets and the agency business model in order to deliver profitable and sustainable business growth. 3 Has an in-depth understanding of the market of operations and proposes changes if required as per market dynamics. Understands how and to what extent business complexities impacts ones own area of work. Is able to identify trends and analyse performance of self and various branches in ones geography. Has expert knowledge of BA model, BA compensation and Agent commission and progression and uses it to deliver superior performance. Is able to device plans to recruit, develop and sustain distributors on a long term basis with organization. Strives towards achieving proportionate business contribution from all the branches of assigned territory. G Skills Required Technical 3+ years working as a database developer working with Oracle/SQL and PostgreSQL Expert Level SQL, PL/pgSQL, including stored procedures, functions, triggers, and views. Knowledge of JSON and PostgreSQL support for JSON. PostGIS proficiency and grasp of core geospatial concepts. Ability to efficiently write database code without compromising data quality, privacy or security. Knowledge of database design principles, query optimization, index management, integrity checks, statistics and isolation levels Able to handle multiple tasks in a fast paced environment Excellent verbal, written, and interpersonal communication skills Ability to evaluate alternative solutions and/or workarounds Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Qualification Bachelor or equivalent degree in computer Science, Information systems, Engineering Experience Min 3+ years of experience

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Delegating responsibilities and supervising business operations Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities. Resolving conflicts or complaints from customers and employees. Monitoring store activity and ensuring it is properly provisioned and staffed. Analyzing information and processes and developing more effective or efficient processes and strategies. Establishing and achieving business and profit objectives. Maintaining a clean, tidy business, ensuring that signage and displays are attractive. Generating reports and presenting information to upper-level managers or other parties. Ensuring staff members follow company policies and procedures. Other duties to ensure the overall health and success of the business.

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 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 m aintain 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

Position Overview: Position Title Training Manager Role Summary : To manage training & development objective of the allotted PARTNER branches/cluster To ensure optimal training coverage to realize desired sales & product mix objective. To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month. To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations. To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need. To ensure delivery of skill, behavioral & sales-oriented training. B Organizational Relationships: Reports To Regional Training Manager / Zonal Training Manager C Job Dimensions: Geographic Area Covered Respective Branches/Cluster of PARTNER Stakeholders Internal TALIC PARTNER Relationship Sales Team; Training Planning & Co-ordination Team; PA Quality & Content team External Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team D Key Result Areas: Interact / Train & Coach PARTNER RM s & Insurance Specialists to help them achieve sales targets & desired product mix. Visit Partner branches on a regular basis to ensure that training needs are identified & trainings planned accordingly. Freeze, by month end, in agreement with TALIC Partner Sales team & Partner Insurance Specialists, training calendar for the following months Visit branches & Conduct Trainings as per calendar/need/flavor of the month Train/Coach RM s on identifying & understanding life insurance needs of clients & pitch appropriate TALIC solutions and support them in joint calls where required. Build good relationships & interact informally with PARTNER to ensure smooth flow of business & training transactions. Do JFW with partner RM to drive activation & product mix. Provide operational support Act as a Single Point of Contact for all training related issues Act as a coordinator between between Partner & TPC team of TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work Analytics/ Comparisons/MIS & Reporting Ability to analyze competition products and provide compelling reasons basis these analysis on advantages & strengths of TALIC products vis- -vis market Ability to understand FUND performance reports of TALIC funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of TALIC funds in various asset classes basis chosen benchmark with that of other funds of similar class. Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in. Design and circulate training related MIS/ Training Calendar/ Training Coverage etc. to various stakeholder as required Analyze data cuts on Performance of RM s pre & post training & take corrective action, plan training and coaching basis the same. Management of teams & Training of TALIC PARTNER Sales Teams Monitor & Develop the performance of all allocated trainers Impart training - induction and follow-up trainings to Sales Managers of TALIC managing Partner relationship as per Training Road Map. E Skills Required: Technical Sales experience in life insurance or other field Good Knowledge of MS Office; Power-point & Word Life Insurance subject matter expertise Life Insurance Product knowledge Analytical skills to compare life insurance products Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills 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 F Incumbent Characteristics Essential Desired Qualification Graduation with MBA preferred. At least 2 papers of CFP (AFP), preferably a CFP; Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage Experience At least 5 years of sales experience Life Insurance Sales Training experience essential Should have exposure to at least 2 years in financial planning and/or financial planning training Experience in handling a Foreign Bank relationship in Sales or Training area

A Position Overview Position Title Relationship Manager - Bancassurance IBL 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 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 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 Work collectively with RAMBO 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 aintain 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 e nsures 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 PG Experience 0.5 - 4 years in Sales (Insurance / Financial Service Background)

Partnership DistributionHDFC Bank Branch BankingCorporate Account Manager - HDFC Bank Branch Banking13 JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Executive/201 Role Summary : Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas 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 SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills

Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey. Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed.

Tata AIA Life Insurance Company Ltd. is looking for Branch Manager - Agency Sales to join our dynamic team and embark on a rewarding career journey. Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration

Tata AIA Life Insurance Company Ltd. is looking for Area Manager - Virtual Bancassurance HDFC to join our dynamic team and embark on a rewarding career journey. Overseeing the operations of designated area, ensuring that targets are meet or exceeding in performance. Developing and implementing strategies to improve operational efficiency, increase sales, and drive growth in the designated area. Building and maintaining relationships with key stakeholders, including customers, employees, and business partners. Providing leadership and guidance to location managers and teams, including setting performance expectations and coaching and mentoring employees. Developing and implementing training programs to ensure that employees have the skills and knowledge needed to succeed. Monitoring financial performance, including tracking sales and expenses, and developing and implementing cost-saving measures as necessary. Ensuring that all locations are compliant with company policies and procedures, as well as with local, state, and federal laws and regulations. Analyzing market trends and customer feedback to identify opportunities for improvement, and developing and implementing programs to address those opportunities. Participating in strategic planning and budgeting processes, and providing input and recommendations on initiatives to drive growth and improve operations. Excellent communication and leadership skills. Strong understanding of business operations, including financial management and market analysis. Good organizational and time management skills.

Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey. Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed.

Tata AIA Life Insurance Company Ltd. is looking for Assistant Key Account Manager - IBL Affluent Banking to join our dynamic team and embark on a rewarding career journey. A Key Account Manager (KAM) is responsible for : 1. Developing and managing relationships with key customers, with the goal of increasing revenue and customer loyalty. 2. Identifying new business opportunities. 3. Negotiating contracts and agreements with key customers. 4. Collaborating with internal teams, such as product development and marketing, to ensure customer needs are met. 5. Monitoring and analyzing customer feedback to identify areas of improvement. 6. Managing and resolving customer complaints and issues. 7. Staying up-to-date with industry trends, competition and market changes. 8. Achieving sales targets and reporting on sales activities and progress. The ideal candidate should have strong interpersonal and communication skills, a proven track record of successfully managing key accounts, and experience in sales and customer relationship management. A deep understanding of the industry and market they are serving is also desirable.

Tata AIA Life Insurance Company Ltd. is looking for Branch Manager - Agency Sales to join our dynamic team and embark on a rewarding career journey. Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey. The Manager - Agency Business Associates is responsible for overseeing and managing key aspects of the role, including strategic planning, team coordination, and ensuring the achievement of objectives. Duties include analyzing workflows, optimizing processes, collaborating with cross-functional teams, and ensuring compliance with industry standards. Additionally, the role involves reporting on performance, identifying areas for improvement, and implementing innovative solutions to enhance efficiency and effectiveness.

Tata AIA Life Insurance Company Ltd. is looking for Executive - Agency Business Associates to join our dynamic team and embark on a rewarding career journey. Assisting with the preparation of operating budgets, financial statements, and reports. Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Reviewing existing financial policies and procedures to ensure regulatory compliance. Providing assistance with payroll administration. Keeping records and documenting financial processes.

******** Opportunity for Fresher Graduates only************No Experience will be consideredPursuing Post Graduation will not be entertainedRole & responsibilities Managing the Hiring Process & Support to Regional HRHandling employee concerns, fostering a positive workplace culturePreferred candidate profile Fresh GraduatesMS Excel Knowledge is mandatory

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey. The Manager - Agency Business Associates is responsible for overseeing and managing key aspects of the role, including strategic planning, team coordination, and ensuring the achievement of objectives. Duties include analyzing workflows, optimizing processes, collaborating with cross-functional teams, and ensuring compliance with industry standards. Additionally, the role involves reporting on performance, identifying areas for improvement, and implementing innovative solutions to enhance efficiency and effectiveness.

Tata AIA Life Insurance Company Ltd. is looking for Relationship Manager - Virtual Bancassurance HDFC to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.

Support the sales of insurance products through virtual bancassurance channels. Collaborate with bank partners to identify opportunities for insurance sales. Assist in managing key relationships with bank stakeholders. Track sales performance and provide regular reports to management. Ensure compliance with bancassurance policiesa and regulations.

JOB DESCRIPTION A Position Overview Position Title Account Manager/Sr. Account Manager Department BroCA Level/ Band 602/601 Assistant Vice President - Broking & Corporate Agency Count 6 Locations 2 Mumbai, 2 Delhi, 1 Gujarat, 1 Chennai Role Summary: Maintain the long-term relationship with the partners to ensure mindshare management Plan & execute various initiatives to ensure organization objectives are met Identify, plan and implements products & process to tap every up sell & cross sell opportunity B Organizational Relationships Reports To Sr. Vice President Supervises Individual contributor C Job Dimensions Geographic Area Covered PAN India Sales channels & Zones Internal Stakeholders Cross functional teams - Product, operations, tech External Partner Sr. Management, Cross Functional Teams D Key Result Areas Organization Process Key Contributions Sales Planning and executing partner initiatives to increase share of business as per organization s goal by liaising with internal and external cross functional teams Relationship Management Build long-term relationships with partners to ensure mindshare management Creating partner roadmap/ vision along with business plan, proposing new product line, and implementing change in process to achieve higher efficiency in tandem with the leadership team Regular engagement with the corporates and team through exchange of marketing mailers to ensure information symmetry & top of the mind recall Ensure Compliance Regularly analyze the market trend, competition offering and strategize action plan accordingly to ensure seamless business Work quickly to address and resolve partner issues MIS Able to read & comprehend current MISs Conceptualize & Create additional MIS to measure the success of initiative E Skills Required Technical Good Knowledge of MS Office Behavioral Patience & Relationship guy Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Interpersonal skills High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines F Incumbent Characteristics Essential Essential Qualification Graduate MBA Experience 5 -6 Yrs 3 -4 Yrs Age 25-35 25-35

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 Bank specified persons 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 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