Walk in Drive on 5th July 2024
Venue:- TATA AIA Life Insurance
2nd floor , Lifestyle Building , Begumpet -500016 .
Time :-10-5 pm .
Landmark – Near Begumpet metro station
Pls carry one hard copy of your cv and reach on time for F2F interview .
1 – 5 years
2-3.75 Lacs P.A.
Time and Venue
5th July , 9.30 AM – 5.30 PM
Venue:- TATA AIA Life Insurance 2nd floor , Lifestyle Building , Begumpet -500016 .
Contact – Rupa Jha ( 8657794977 )
Job description
A Position Overview
Position TitleRelationship Manager Virtual Bancassurance DepartmentBancassurance – Partnership Distribution
Role Summary:
Provide support in Sales of Life Insurance business to Bank customers in assigned locations. The channel of the Bank has high value, higher income category customers with evolved financial and investment needs.
B Organizational Relationships
Reports ToTerritory Manager/ Area Manager SupervisesNA
C Job Dimensions
Geographic Area CoveredNR & Exclusive Branches / ClusterInternal StakeholdersTrainingBranch OperationsDistribution OperationsExternalChannel Partner
D Key Result Areas
Organization ProcessKey ContributionsSales
- Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
- Work jointly with the NR & Exclusive Manager on Business Implementation plan
- Drive and motivate and provide support for logging in application sourced
- Tap the right database of the branch and ensure authentic documentation
- Build relationship with Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
- Prospect and meet customers within and outside the Branch
- Develop, agree and implement short term and long term plans to achieve sales targets
- Achieve Exclusive RM activation targets
- Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective
Relationship Management
- Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements
- Effectively execute all Marketing activities as per Partners requirement
- Ensure timely issuance of policies while resolving all pending etc.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- Maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with Bank RM on business plan execution
Ensure Compliance
- Ensure compliance to internal sales process & other compliance standards
- Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team
MIS
- Adhere to the Training Road map.
- Provide timely reports to the Supervisor as per the requirement.
- Adhere to Tata AIA Life code of conduct.
Role:
Relationship ManagerIndustry Type:
InsuranceDepartment:
BFSI, Investments & TradingEmployment Type:
Full Time, PermanentRole Category:
Life Insurance
Education:
Any Graduate
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