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Senior Relationship Manager

Hyderabad, Andhra Pradesh

Tata AIG Life Insurance Co. Ltd.

Job Description

rganizational Relationships

Reports to :Cluster Area Manager

Job Dimensions

Geographic Area Covered :
Branches / Cluster

Stakeholders :
Internal : Branch Operations

Key Result Areas

Organization Process - Key Contributions - Frequency

Organization Process - Daily

Key Contributions

Sales - Daily

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 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 - Daily

Managing the relationship between internal team and channel partner so as to

Foster sales for the company and mmaintain 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 - Daily

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 - Daily

Adhering to the Training Road map.

Providing timely reports to the Supervisor as per the requirement.

Adhering to the TALIC code of conduct.


Skills Required

Product/Subject matter expertise
Finance / Insurance industry awareness
Peer level co-ordination and influencing skills

Good Knowledge of MS Office / MS Excel
Business perspective & planning
Self management
Problem solving skills

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Language Skills

Incumbent Characteristics

Organization Process - Essential - Desired

Qualification - Graduate - Post Graduate

Experience - 1 - 3 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:
One year
Compulsory Education
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