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 RM and providing support for logging in applications sourced.
Tapping the right database of the branch and ensure authentic documentation.
Build relationship with the Relationship Manager 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 RM and conduct joint sales calls as a team to achieve business nos.
Seek commitment from the partner towards achievement of business objective.
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.
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