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Tata AIA Life Insurance

Compare

4.0

based on 3k Reviews

833 Tata AIA Life Insurance Jobs

Relationship Manager - Hdfc Bank Relationship Channel

Tata AIA Life Insurance Company Ltd.

4.0

based on 3k Reviews

1-2 years

Dhanbad

1 vacancy

Relationship Manager - Hdfc Bank Relationship Channel

Tata AIA Life Insurance

posted 1mon 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

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