Branch Head

Job Description

Role description

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 S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

1. Position Overview

Position Title

Branch Head - DSF

Department

DSF-Agency Sales

Level/ Band

Asst Manager

Role Summary:

- Drives sales in the zone through liaison with channel partners, Interacts with sales staff of the channel partners to motivate them to sell company products, Manages customer queries & complaints & ensures they are resolved.

1. Organizational Relationships

Reports To

Associate Circle Head - DSF

Supervises

Relationship Managers

Job Dimensions

Geographic Area Covered

City / Area specific as advised

Stakeholders Internal

Agency Sales

Stakeholders External

NA

1. Key Result Areas

Distribution Deliverables

. Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical.

. Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated.

. Achieve sales targets on issued FYP as per budgets informed.

. Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives.

. Implement Needs based Selling and Activity Management processes among FPOs.

. Ensure Goal sheets and performance review process is in place within timelines.

. Support the business planning and implementation process for the business with the Manager.

. Submission for required reports as per the timelines.

. Review with Regional Manager as per agreed periodicity.

Business Results

. Monitor and evaluate achievement of targets against the following parameters:

o Issued FYP/

o Productivity per FPO

o Productivity per Sales Manager Team,

o Case rate,

o Average Case Size,

o Activity Ratio,

o Attrition.

. Monitor, control & evaluate the activity of the Sales Manager through Activity Management System and Lead Management System.

. Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team in the Region

. Meeting service-related goals and achieve renewal, reinstatement and resulting Persistency objectives for the teams in the Region.

People Development

. Enable superlative performance standards through alignment of the team with the organization's objectives as communicated from time to time.

. Ensure clear communication of the overall strategies and drive ownership on goals and objectives.

. Develop the competencies of the Sales Managers.

. Observe & demonstrate skills & knowledge with the Sales Managers.

Customer Relationship Management

. Engage regularly with the allocated Digital leads/ orphan /newly acquired customers to ensure higher retention, customer satisfaction and continued relationship.

. Ensure all customers are serviced to the standards set up.

Code of conduct and ensuring compliance of statutory norms

. Adherence to the code of conduct by the entire Region.

. Conformation to all financial and administrative systems.

. Ensure compliance with TALIC norms for the Branches in the Region.

. Compliance with all statutory and regulatory norms in the Region.

Risk

. 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.

1. Skills Required

Technical

. MS Office Suite

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

.

Creative thinking skills

.

Supervising / Leadership skills

.

Teamwork Skills

.

Influencing skills

.

Relationship Building skills

.

Decision making skills

.

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduate

PG/MBA

Experience

Minimum 3 - 5 years of Sales Management experience.

Minimum 2 - 3 years of Sales Management experience.

Disclaimer:
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