Assistant Key Relationship Manager

Tata AIA Life Insurance; New Delhi; On-site; INR 1,200,000 - 1,600,000; Full time

Job summary

Tata AIA Life Insurance is seeking an Assistant Key Relationship Manager to oversee Broker and Corporate Agency partnerships, driving profitable growth and expanding wallet share across assigned partners.

You will train partner sales teams, support joint fieldwork, and ensure high service standards while coordinating with internal teams for policy issuance and timely support. Reporting to the AVP, you will work with Underwriting, Training, POS, and Operations to optimize outcomes.

Qualifications

• Graduate or Post Graduate degree.
• 3-5 years of relevant experience in life insurance or sales.
• Knowledge of broker/corporate agency distribution is preferred.

Responsibilities

• Manage and develop relationships with Broker and Corporate Agency partners to generate Life Insurance business.
• Drive growth by increasing wallet share across assigned partners and ensuring engagement.
• Conduct regular training and knowledge sessions for partner sales teams on products and processes.
• Provide on-ground sales support through joint fieldwork and customer meetings to improve conversion.
• Ensure timely resolution of partner queries and maintain service standards.
• Monitor performance, pipeline, and achievement of targets.
• Collaborate with internal teams for smooth policy issuance and operational support.

Skills

Channel Management

Relationship Management

Life Insurance Sales

Business Development

Training & Coaching

Joint Field Work

Partner Engagement

Education

Graduate

Post Graduate

Job description

A. Position Overview

Position Title Assistant Key Relationship Manager

Department Broca and Key Accounts

Level/ Band Assistant Manager/Senior Executive

Role Summary :

We are looking for a dynamic and result-oriented professional to manage Broker and Corporate Agency partnerships for driving Life Insurance business. The role involves developing strong partner relationships, increasing wallet share, driving profitable business growth, conducting training sessions, and supporting partners through joint sales calls and fieldwork.

Key Responsibilities

• Manage and develop relationships with multiple Broker and Corporate Agency partners to generate Life Insurance business.
• Drive business growth by increasing wallet share across assigned partners and ensuring consistent engagement.
• Focus on generating profitable business with quality submissions and strong persistency.
• Conduct regular training and knowledge sessions for partner sales teams on products, sales processes, and market updates.
• Provide on-ground sales support through joint fieldwork and customer meetings to improve conversion and productivity.
• Ensure timely resolution of partner queries and maintain strong service standards.
• Monitor business performance, pipeline management, and achievement of assigned targets.
• Collaborate with internal teams for smooth policy issuance and operational support.

B. Organizational Relationships

Reports To Associate Vice President

Supervises Individual Performer

Job Dimensions Geographic Area Covered Respective Zone

Stakeholders Internal Underwriting, Training, POS, Operations Team

Stakeholders External Assigned Broca Partners

C. Key Result Areas

ANP Achievement Target V Achievement

Focus Product Achievement Target V Achievement

Issuance by Submission Target V Achievement

Persistency Target V Achievement

D. Skills Required

Technical Good understanding of Life Insurance products and sales processes.

Behavioral

• Essential Channel Management Yes
• Relationship Management Yes
• Life Insurance Sales Yes
• Business Development Yes
• Training & Coaching Yes
• Joint Field Work Yes
• Partner Engagement Yes

E. Incumbent Characteristics

• Essential
• Desired

Qualification

• Graduate
• Post Graduate

Experience

3-5 years

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.