Relationship Manager

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A.Position Overview

Position Title

Relationship Manager-Axis Bank Alternate Channel BB

Department

Axis Bank Alternate Channel

Level/Band

Executive/209

Role Summary: Dual responsibility of Joint Field Work as well as team management.

-Interact with Bank’s cluster head & bank employees and manage them on daily basis

-Branches directly mapped to him/her.

-Manage RMs mapped to him to help them achieve sales targets

-Ensuring that the persistency & productivity is maintained

-Ensures quality of recruits hired in the team, maintains & drives compliance at the zone.

B.Organizational Relationships

Reports To

Regional Sales Manager

Supervises

Assistant RM

Job Dimensions

Geographic Area Covered

Zone/s

Stakeholders Internal

Supervisors, RMs, Ops, Underwriting

Stakeholders External

Bank – Channel Partner

C.Key Result Areas

Interact with Bank bran ch employee, Bank’s

Cluster Head to help them achieve sales targets & , while

ensuring that the

persistency & productiv ity is maintained

•

•

•

•

Provide guidance &support to Bank’s employee, TATA AIA KAMs andall stakeholders in terms of submissions, issuance, pending resolve etc

Maintain good relationship with Bank’s Cluster Head - interact with him regularly to assess business status. Take help from them to push

& motivate them to maintain productivity

Maintain persistency by monitoring case size & healthy product mix Ensure that they are meeting their team targets as well as individual sales targets

•

Managing the relationship between internal team and channel partne r so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

Ensure Recruitment is a s per plans

•

Regularly interact with HR to ensure that recruitment is as per plan

Monitor the performance

of RMs to promote the m to the next level

•

Ensure that KAMs meet their respective targets which will promote them to the next level

Maintain & drive compliance at the zone

•

Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them

Top Line Growth/Busin ess Enablement

•

Achievement of NB Premium target, KAM Activation and Product mix

Business Enablers

•

Sales

activity management, renewal collection, and high level relationship mapping with bank staff (very important)

Risk

•

‘Own-up’ the risk of the function by developing a risk aware culture through

participation in measurement, analysis and mitigation of risks associat ed with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.

D.Skills Required

Technical

•Good Knowledge of MS Office

Behavioral