685 Tata AIA Life Insurance Jobs
1-3 years
Nagpur
1 vacancy
Relationship Manager - Bancassurance IBL
Tata AIA Life Insurance
posted 15hr ago
Flexible timing
Key skills for the job
A Position Overview
Position Title
Relationship Manager - Bancassurance IBL
Role Summary:
Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
Territory Manager/ Area Manager
C Job Dimensions
Geographic Area Covered
Branches / 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 ANP, 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 along with RAMBO RM and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the RAMBO 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 RAMBO 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
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 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
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to e nsures 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.
E 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
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Language Skills
English, Local language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
PG
Experience
0.5 - 4 years in Sales (Insurance / Financial Service Background)
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Tata AIA Life Insurance Relationship Manager roles with real interview advice
Superbb and grate place for work awesome experience Superbb staff friendly environment and the best part is this TATA and TATA alwys care for their employees
There is no dislike and disadvantage in this organisation. Only likes and likes in this organisation. I strongly recommended everyone have to join Tata
Read 342 reviews6-9 Yrs
Vijayawada, Visakhapatnam, Guntur +1 more