Company Name: Tata AIA Life Insurance
Job Role: Relationship Manager
Experience: 1 – 5 Years
Qualification: Any Graduates
Job Type: Full Time
Job Location: Chennai
Salary: Rs.3,00,000/- to Rs.4,00,000/-
Job Description:
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Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
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 poss HDFC 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
Walk-in Details:
Walk-in Date: 11th to 13th May 2025
Time: 9.30 AM – 5.30 PM
Venue Details:
TATA AIA LIFE INSURANCE CO. LTD
4th Floor,
Bascon Mearu Towers,
No- 82, 84 & 86, Dr. MGR Salai,
Nungambakkam, Chennai – 600034.
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