Agency Sales Trainee

All ZENITH incumbents will undergo a strategic learning & exposure plan into Tata AIA’s Agency channel distribution model. The learning & exposure plan will augment existing knowledge while challenging ZENITH participants to contribute towards Tata AIA Life’s critical projects involving multiple stakeholders over a period of 12 months.

Some of the benefits which make ZENITH aspirational are:
**Agency Performance**

With a well-defined Career Progression & Capability Development Plan, new joiners have the potential to grow faster & reach new heights within the company:
**A Position Overview**

**Position Title
Business Associate Manager

**Department
Business Associate Model - Agency Sales

**Level/ Band
Executive / Sr. Executive

**Role Summary**:
Identify, recruit, and build a team of business associates and advisors to drive business objectives on a month-on-month basis, as per the standards laid down by the organization from time to time

**B Organizational Relationships**

**Reports To
Branch Manager

**Supervises
NA

**C Job Dimensions**

**Geographic Area Covered
Defined Branch

**Stakeholders Internal
Agency Sales Training

Branch Operations

Distribution Operations

**External
BAs and Advisors

**D Key Result Areas
**Organization Process
**Key Contributions
**Sales
- Support Agency Sales in Adopting Choreography & Technology
- To develop, agree and implement short term and long-term plans to achieve sales targets
- Support the business planning and implementation process for the business with the Manager.
- Acquire New Customer through following:

- Leads- Natural market- References- Orphan base- Fix meetings with the prospects to conduct need analysis and explain products
- Drive growth in New Business Premium (NBP)
- Implement and adhere to Need Based Selling Model.
- Up
- sell & Cross Sell the Orphan Base of Customers allocated.

Manage daily, weekly, and monthly choreography (input activity management) for self and distribution
- Drive business submission and issuances
- Clearance of pending cases for documentation and medicals as a part of the issuance process
- Daily update about the status of business and applicability in contest

**Relationship Management
- Provide on Job Training such as Joint field work along with Leaders and advisors to Train/ source on recruitment or insurance policy respectively
- Prospect and meet customers within and outside the Branch as when required
- Work collectively with Sales / operations team and conduct joint sales calls as a team to achieve business nos.
- Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
- Ensuring timely issuance of policies with resolving all pending etc.
- Adhere to the customer touch-point engagement to service his portfolio of customers
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the RM on business plan execution
- Strategize and interact closely with the supervisor on delivering on Business nos.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- Render prompt post sales service to all allocated customers with respect to all domains- Ensuring timely issuance of policies by resolving pending etc.

**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

**Risk
- Ensure compliance with TALIC norms for the Branch
- Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator.

**E Competencies**
- **Business Acumen **( Ability to align with the organization's vision with a fair understanding of the insurance industry, regulations, and the agency business model to deliver month on month business objectives)

Has a fair understanding of the role and utilizes required skills and knowledge to meet targets. Has a fair knowledge about company and competitor's products. Has a fair knowledge of the insurance industry. Understands the requirements of the customer and consumer to facilitate need based selling and emphasize on selling solutions.
- **Building & Managing Relationships **( The capability to identify, recruit and nurture, business associates and advisors and then maintain relationships with various stakeholders (internal and external) to achieve the desirable outcomes)

Empathizes and supports distribution every possible way and drive them for higher productivities by managing their choreography and other engagement methods. Responds to queries from distributors and internal customers. Builds and maintains healthy relations with the distributors and internal customers to ensure seamless execution.
- **Drive for Results and Agility **( Building an achievement orientation, with