
Relationship Manager
2 days ago
Job Description
Role description
JoinTataAIALifeInsurance,aleadingandfastest-growinglifeinsuranceproviderinIndia,establishedin2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity,andexcellence,combiningTata'sesteemedleadershipwithAIA'sextensivepan-Asianexpertise.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. Recognizedasa'GreatPlacetoWork'andrecipientof theKincentricBestEmployerAward,wearecommitted to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedicationtoinspiringouremployeestobeanddeliver theirverybest.Ouraimistoattract,hireanddevelop highly capable leaders who are just, fair, ethical, and accountablefortheiractions.We striveto 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,andinclusiveworkenvironment,
whereeachemployeeisvaluedasanindividualandtreatedwithrespect,care,andcompassion.
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.
A.PositionOverview
PositionTitle
RelationshipManager-HDFC Securities
Department
PartnershipDistribution
Level/Band
Executive-209
Role Summary:
-ProvidesupportinSalesofLifeInsurancebusinesstoequity&securitiescustomersatHDFC Securities branches & at customer premises across assigned locations
B.OrganizationalRelationships
ReportsTo
AM/ TM
Supervises
NA
JobDimensions
GeographicArea
Covered
Zone/Cluster
StakeholdersInternal
Training
BranchOperations
DistributionOperations
StakeholdersExternal
ChannelPartner
C.KeyResultAreas
OrganizationProcess
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
.Drivingandmotivatingthebranchstaffandproviding closuresupport & logging in applications sourced
.Tapping the right database of the branch and ensure authentic documentation
.BuildrelationshipwiththeHDFCSecuritiesbranchstaffandensurethe businesstargetsandProductivitytargetsoftheallocatedbranchesare met effectively
.Prospect andmeet customers withinandoutsidetheBranch aswhen required
.To develop, agree and implement short term and long term plans to achieve sales targets
.Toachievebranchstaffactivationtargets
.Work collectively with HDFC Securities staff and conduct joint sales calls as a team to achieve business nos.
.Seekcommitmentfromthepartnertowardsachievementofbusiness objective
Relationship Management
.Managingtherelationshipbetweeninternalteamandchannelpartner so as to
fostersalesforthecompanyandmaintainutmostlevelsofresponsiveness to requirements from the Channel Partner
.Provideallpossiblesupporttothechannelpartnerasafaceofparent company
.Effectivelyexecute allMarketingactivitiesasperPartners requirement
.Ensuringtimely
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