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656 Tata AIA Life Insurance Jobs
Relationship Manager - Virtual Bancassurance Hdfc
1-3 years
₹ 3.5 - 3.5L/yr (AmbitionBox estimate)
This is an estimate of the average salary range for this
position. It has not been reviewed by the company, and
the actual salary may differ.
Kolkata
1 vacancy
Relationship Manager - Virtual Bancassurance Hdfc
Tata AIA Life Insurance
posted 3mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
JOB DESCRIPTION
A Position Overview
Position Title
Relationship Manager HDFC Bank Tele Channel
Department
Partnership Distribution
Level/ Band
201/204
Role Summary:
Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
AM/ TM
Supervises
NA
C Job Dimensions
Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
Achieve pre-set business targets on WNBP, persistency, 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 and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the HDFC branch staff 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 activation targets
Work collectively with HDFC staff 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 m aintain utmost levels of responsiveness to requirements from the Channel Partner
Provide all possHDFCe 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 HDFC branch manager 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
MIS
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.
F Skills Required
Technical
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
Behavioral
Employment Type: Full Time, Permanent
Read full job descriptionTata AIA Life Insurance Interview Questions & Tips
Prepare for Tata AIA Life Insurance Relationship Manager roles with real interview advice
Top Tata AIA Life Insurance Relationship Manager Interview Questions
Q1. What is the reason behind introduction of Loan secure products amongst lenders and Insurance companies.
asked in
Key Account Manager interview
Q2. Say about insurance, how will get income on this plans
asked in
Key Account Manager interview
Q3. What are tax benefits provided in LI?
asked in
Corporate Accounts Manager interview
What people at Tata AIA Life Insurance are saying
Rating based on 357 Relationship Manager
reviews
Anonymous · BFSI, Investments & Trading
in Bangalore / Bengaluru
Likes
Incentive sharing to the channel Partner Manager are never visit and interact with channel Partner
- Skill development - Good
+2 more
Dislikes
Only bucket 🪣 people get promotion and timing change their salary correction. Than can fire 🔥 employee according to their wishes
- Salary - Bad
+3 more
Relationship Manager salary at Tata AIA Life Insurance
reported by
1.1k
employees
₹1.8
L/yr - ₹5.6
L/yr
21%
less
than the average Relationship Manager Salary in India
View more details
What Tata AIA Life Insurance employees are saying about work life
based on 3.2k employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Tata AIA Life Insurance Benefits
Submitted by Company
Job Training Health Insurance Soft Skill Training 
Cafeteria
Submitted by Employees
Job Training 
Health Insurance 
Soft Skill Training 
Work From Home 
Team Outings 
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