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Tata AIA Life Insurance

Compare

4.0

based on 3.1k Reviews

1038 Tata AIA Life Insurance Jobs

Relationship Manager - Hdfc Bank Relationship Channel

Tata AIA Life Insurance Company Ltd.

4.0

based on 3.1k Reviews

1-2 years

Dehradun

1 vacancy

Relationship Manager - Hdfc Bank Relationship Channel

Tata AIA Life Insurance

posted 3mon ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Biochemistry Relationship Management Compliance Subject Matter Expertise Sales Process

+ 2 more

Job Description

JOBDESCRIPTION

A Position Overview

Position Title

Relationship Manager - HDFC Bank Relationship Channel- Asset channel

Department

Partnership Distribution

Level/ Band

201/204

Role Summary:

Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations

B OrganizationalRelationships

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 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 SkillsRequired

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

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

What people at Tata AIA Life Insurance are saying

3.9

Rating based on 346 Relationship Manager reviews

Anonymous · Sales & Business Development in Mumbai

Likes

Good Culture to work with companies like tata AIA. This company allow you to flourish your skills and developed your confidence into Body language

Salary - Good

+5 more

Dislikes

No promotion after completing an annual basis.

Read 346 Relationship Manager reviews

Relationship Manager salary at Tata AIA Life Insurance

reported by 1.3k employees

₹2 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 3.1k employees

50%

63%

60%

99%

Flexible timing

Monday to Saturday

Within city

Day Shift

View more insights

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