Corporate Account Manager

Tata AIA Life Insurance; Saoni; On-site; INR 350,000 - 550,000; Full time

Job summary

Tata AIA Life Insurance is seeking a dynamic field sales professional to expand wallet share within designated bank branches by promoting the right mix of insurance products. You will target ANP, case count, and KPI achievement while collaborating with Branch Managers on implementation plans.

The role requires 1–3 years in insurance/financial sales, with a maximum age of 35, and a proven ability to drive branch-level performance, maintain compliant processes, and deliver post-sales support.

Qualifications

• Graduate, with Post Graduate Qualifications in Management.
• 1 - 3 years in Sales (Insurance / Financial Service Background).
• Age below or equal to 35 years.

Responsibilities

• Drive wallet share in allocated bank branches with focus product mix.
• Achieve targets on ANP, case count, active branch, and KPIs for designated branches.
• Coordinate with Branch Manager on business implementation plans.
• Motivate branch staff with Bank RM and support logging of applications.
• Build relationships with Bank Sales/Operations to meet targets and productivity.
• Develop short- and long-term plans to achieve sales targets and RM activation.
• Ensure compliance with internal sales processes and policies.
• Provide timely reports to the Supervisor and adhere to TALIC code of conduct.

Skills

Sales

Channel Partner Management

Relationship Building

Branch Coordination

Bank RM Collaboration

Education

Graduate

Post Graduate Qualifications in Management

Job description

Role & responsibilities

• Drive wallet Share in the allocated bank branches with focus product mix.
• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
• Working jointly with the Branch Manager on Business Implementation plan
• Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation.
• Build relationship with the 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 as when required.
• To develop, agree and implement short term and long-term plans to achieve sales targets
• To achieve branch 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.

• Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
• Provide all possible support to the channel partner as a face of parent company.
• Effectively execute all Marketing activities as per Partners requirement
• Ensuring timely issuance of policies with resolving all pending etc.
• Adhere to the customer touch-point engagement in order to service his portfolio of customers.
• To maintain the desired persistency ratio
• Prompt post-sales service with respect to all domains.
• Strategize and interact closely with the RM on business plan execution.

• 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.

• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.

Preferred candidate profile

Qualification

Graduate

Post Graduate Qualifications in Management

Experience

1 - 3 years in Sales (Insurance / Financial Service Background)

Below or 35 years