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Insurance Sales Manager - NR & Exclusive

Kolkata, West Bengal

Tata AIG Life Insurance Co. Ltd.

Job Description

Provide support in Sales of Life Insurance business to IndusInd Bank NR & Exclusive customers in assigned locations. The NR & Exclusive channel of the Bank has high value, higher income category customers with evolved financial and investment needs

Reports to :Territory Manager/ Area Manager

Geographic Area Covered :
NR & Exclusive Branches / Cluster

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


Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

Work jointly with the NR & Exclusive Manager on Business Implementation plan

Drive and motivate IndusInd Bank RM and provide support for logging in application sourced

Tap the right database of the branch and ensure authentic documentation

Build relationship with IndusInd 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

Develop, agree and implement short term and long term plans to achieve sales targets

Achieve NR & Exclusive RM activation targets

Work collectively with IndusInd 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

Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements

Effectively execute all Marketing activities as per Partners requirement

Ensure timely issuance of policies while resolving all pending etc.

Adhere to the customer touch-point engagement in order to service his portfolio of customers

Maintain the desired persistency ratio

Prompt post-sales service with respect to all domains

Strategize and interact closely with IndusInd Bank RM on business plan execution

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards

Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team


Adhere to the Training Road map.

Provide timely reports to the Supervisor as per the requirement.

Adhere to Tata AIA Life code of conduct.

Ability to interact and conduct sales call with high value, higher income category leads which could include NR and Exclusive customers of the Bank. Banking, financial services industry, business perspective & planning exposure. Product/Subject matter expertise. Organizational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work

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


4 - 6 years in Sales (Insurance / Financial Service Background)

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:
Between three and five years
Compulsory Education
Jobs in Sales / Business Development
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