Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
Working jointly with the BANK RM on Business Implementation plan
Driving and motivating the 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 RM 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 BANK 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 BANK RM on business plan execution
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 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.
Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Problem solving skills
Peer level co-ordination and influencing skills
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