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Tata AIA Life Insurance

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4.0

based on 3k Reviews

833 Tata AIA Life Insurance Jobs

Relationship Manager - Hdfc Securities Retail

Tata AIA Life Insurance Company Ltd.

4.0

based on 3k Reviews

1-3 years

₹ 3.35 - 4.5L/yr (AmbitionBox estimate)

Mysuru / Mysore, Bangalore / Bengaluru

1 vacancy

Relationship Manager - Hdfc Securities Retail

Tata AIA Life Insurance

posted 3mon ago

Job Role Insights

Flexible timing

Key skills for the job

Salesforce Computer Networking Biochemistry Relationship Management Compliance Subject Matter Expertise

+ 2 more

Job Description

A Position Overview

Position Title

Relation ship Manager - Retail

Department

Partnership Distribution

Level/ Band

Role Summary:

Provide support in Sales o f Life Insurance business to equity & securities customers of HDFC Securities at customer premises across assigned locations ; Support lead gen, sales, closure and quality aspects for life insurances sold by partner.

B Organizational Relationships

Reports To

AM/ TM

Supervises

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 locations , active sales staff and various KPIs for designated partner locations

W orking jointing with the Cluster Manager of partner on Business Implementation plan

Driving and motivating the partner s staff and providing closure support & logging in applications sourced

T apping the right database at designated location of the partner and ensure authentic documentation

Build relationship with the HDFC Securities sourcing staff and ensure the business targets and Productivity targets of the allocated locations are met effectively

Prospect and meet custome rs at customer premises, as & when required

To develop, agree and implement short term and long term plans to achieve sales targets

To achieve partner staff activation activation targets

Work collectively with HDFC Securities 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

f oster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner

Provide all poss ible 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 Securities area & cluster manager on business plan execution

Ensure that there are nil escalations on service quality and responsiveness by Partner

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.

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.

E Competencies

Competency

Proficiency Scale

Proficiency Scale Description

Business Acumen and Strategic Orientation

Ability to align with the organizations vision with a fair understanding of the insurance industry, regulations, financial in order to deliver profitable and sustainable business growth.

Has a basic understanding of own role and utilizes required skills and knowledge in ones own area of work to meet targets. Has basic knowledge bout company and competitor products. Has basic knowledge of insuranc e industry and financial markets. Understands the requirements of the partner (customer) and consumer to facilitate product selling. Has basic understanding of partner business, internal processes and market of operations .

Customer and Consumer Focus

Customer and Consumer Focus is about adding value to all partners (customers), internal and external, through thought, action & behavior. Adding value implies understanding the customer needs vis a vis the market, and being committed in d elivering solutions that delight the customer and consumer to build and maintain the relationship without compromising on company objectives and values.

Makes a conscious attempt to understand and act on the partner and consumer requirements in a prompt and positive manner. Displays a sense of r esponsibility for satisfying the customer and consumer at different touch points. Builds and maintains healthy relations with partners and internal customers to ensure seamless execution. Responds to complex queries from partners and internal customers and keeps superiors informed about own actions and their context. Builds and maintains a strong network in the market / industry to maximize business.

Technology Enablement

Willingness and ability to adopt technological solutions and explore creative usage of resources (processes and technology). It involves the ability to develop, adopt and apply new and u nique approaches and ideas with clear impact on improving business outcomes by leveraging technology.

1,2

Has a basic awareness and understanding of the technology domain and systems in ones area of work. Ability to use systems to improve process efficiency and TAT.

Ability to highlight challenges and conventional processes that can be enabled with technology. Uses data analytics and technology to offer alternatives to the current processes. Works with peers or colleagues to test the viability of a new technology tool before applying it. Is aware of the key systems and technology within the insurance industry.

Drive for Result and Agility

Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for ones a ctions and decisions in an agile environment.

1,2

Sets high expectations of self on quality and productivity and sets well defined targets. Finds solutions to problem at hand inspite of multiple constraints. Takes steps to prevent recurrence of problems. Continuously evaluates activities of self in order to improve.

Possesses expertise in his/her area of work. Investigates thoroughly the concerns to be addressed by information sharing proactively. Is respons ibl e and thinks through ones own course of action and its impact on business.

Building and Managing Relationships

Networking with ke y stakeholders(internal and external) and cross functional team members to build collaborative relationships based on confidence, trust and respect to facilitate the accomplishment of common work/ business goals. Working effectively with individuals across teams with diverse working styles, treating them with dignity and respect and value their contributions.

1,2

Gets along and interacts positively with peers and channel partners by understanding their interests and challenges. Drives sales through people by maintaining mutually beneficial relationships. Shares relevant ideas openly and directly, assumes different roles in a team to enable performance. Cooperates with other team members and expresses views on ones own area of work. Responds to routine queries from the stakeholders promptly and understands the contexts of ones own work with respect to team objectives.

Voices ones view on own or related area of work. Responds to complex queries from the channel and internal customers and keeps superiors informed about own actions and their context. Builds and maintains healthy relations with the channel and internal customers to ensure seamless execution. Builds positive and reciprocal relationships that benefit the function. Acts to understand and respond appropriately to the concerns of others; demonstrates openness and receptivity to new information. Builds and maintains strong network in the market / industry to expand distribution and maximize business .

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

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

G Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

1 - 2 years in Sales

Employment Type: Full Time, Permanent

Read full job description

Tata AIA Life Insurance Interview Questions & Tips

Prepare for Tata AIA Life Insurance Relationship Manager roles with real interview advice

People are getting interviews at Tata AIA Life Insurance through

(based on 103 Tata AIA Life Insurance interviews)

Referral

Job Portal

Recruitment Consultant

Walkin

Company Website

Campus Placement

27%

25%

13%

15% candidates got the interview through other sources.

High Confidence

What people at Tata AIA Life Insurance are saying

3.9

Rating based on 342 Relationship Manager reviews

Anonymous · Other Hospital Staff in Prayagraj / Allahabad, Uttar Pradesh

Likes

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

Dislikes

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 reviews