Relationship Manager

Job 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.

A.

Position Overview

Position Title

Department

Level/ Band

Relationship Manager - TES

Tata Eco System

Officer (103)

Role Summary:

- Responsible Drives sales in the mapped geography through liaison with Tata Group Companies, TAIA HO, Interacts

with stakeholders to motivate them to sell company products, Manages customer queries & complaints & ensures

they are resolved

B. Organizational Relationships

Reports To

Supervises

Area Head - TES

None

Tata AIA Life Insurance Co. Ltd

Internal use only

Job Description

Job Dimensions

Geographic Area Covered

Stakeholders Internal

Stakeholders External

As per mapped branch & city

TATA Eco System

Tata Group Employees, Customers & Vendors

C. Key Result Areas

•

•

Achieve the set business targets on ANP and case count

Acquire New Customer through following

Worksites, Campaigns, References

•

Fix meetings with the prospects to conduct need analysis and explain

products

•

•

•

Implement and adhere to Need Based Selling Model

Ensuring timely issuance of policies by resolving pending etc.

Render prompt post sales service to all allocated customers with respect

to all domains

Sales

•

Adhere to the customer touch-point engagement in order to service his

portfolio of customers

•

•

Maintaining the desired persistency ratio

Strategize and interact closely with the supervisor on delivering on

Business nos

•

•

Work collectively with the supervisor and conduct joint sales calls

whenever required

To develop and implement short term and long-term plans to achieve

sales targets

•

•

Adhere to Activity management framework advised

Follow up on their database / leads provided by Lead Management

System (New Prospects)

• Update the LMS (Lead management System) on a daily basis

• Adhering to the Training Road map

• Providing timely reports to the Supervisor / Area manager as per the

requirement

Customer orientation &

reporting/ (MIS)

• Ensuring compliance to internal sales process

• Should be process & product champion to ensure adherence to TALIC

policies and procedures

• 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

D. Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

•

Tata AIA Life Insurance Co. Ltd

Internal use only

Job Description

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

•

•

•

Influencing skills

Relationship Building skills

Decision making skills

•

•

•

E. Incumbent Characteristics

Essential

Desired

Qualification

Experience

Graduation

2 years experience with similar

role

6 months -2 years experience

Disclaimer:

Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers

through official Tata AIA communication channels to avoid fraud. The job description is the sole property of

Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are

forbidden. To know more about Tata AIA Life, click on the weblink:

Tata AIA Life Insurance Co. Ltd

Internal use only