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Client Service Manager

Pune, Maharashtra

Tata AIG Life Insurance Co. Ltd.

Job Description

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Reports to :Territory Manager/ Area Manager

Geographic Area Covered :
Branches / Cluster

Internal : Training, Branch Operations, Distribution Operations
External : Channel Partner


Assist bank in acquiring banking customers through insurance product sale

Achieve pre-set business targets on ANP & Product Mix, 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 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


Adhering to the Training Road map.

Providing timely reports to the Supervisor as per the requirement.

Adhering to the Tata AIA Life code of conduct.

Product/Subject matter expertise. Business perspective & planning. Finance / Insurance industry awareness. Self management. Problem solving skills. Peer level co-ordination and influencing skills
Good Knowledge of MS Office / MS Excel

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills


0.5 - 4 years in Sales (Insurance / Financial Service Background / Direct Sales)

Company Description

Tata AIG Life Insurance Company Limited (Tata AIG Life) is a joint venture company, formed... by Tata Sons and AIA Group Limited (AIA). Tata AIG Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asia life insurance group in the world spanning 15 markets in Asia Pacific. Tata Sons holds a majority stake (74%) in the company and AIA holds 26% through an AIA Group company. Tata AIG Life Insurance Company Limited was licensed to operate in India on February 12, 2001 and started operations on April 1, 2001.   Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
One year
Compulsory Education
Jobs in Sales / Business Development
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