Executive Key Account Manager

Tata AIA Life Insurance; Anand; On-site; INR 600,000 - 900,000; Full time

Job summary

Tata AIA Life Insurance is hiring a sales professional to drive life insurance sales through Axis Bank branch channels across assigned locations. You will build strong relationships with branch teams and bank customers to achieve business targets through needs-based product promotion and effective sales conversion.

The role requires 3-5 years of sales experience in insurance or financial services, strong communication, and collaboration with branch staff to generate leads and ensure compliant,

Qualifications

• 3-5 years in Sales (Insurance / Financial Service Background).

Responsibilities

• Drive wallet share in allocated bank branches and achieve business targets.
• Build relationships with branch teams and bank customers.
• Ensure compliance with internal processes and post-sales service.

Skills

Sales

Communication skills

Teamwork Skills

Relationship Building skills

Influencing skills

Education

Graduate

Post-Graduate

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 Tatas esteemed leadership with AIAs 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.

Responsible for driving Life Insurance sales through Axis Bank branch channels across assigned locations by building strong relationships with branch teams and bank customers. The role focuses on achieving business targets through customer acquisition, financial needs analysis, product promotion, and effective sales conversion. The position works closely with branch banking staff to generate leads, provide product guidance, deliver customer service excellence, and ensure compliance with regulatory and organizational guidelines while supporting overall business growth.

1. Organizational Relationships

Reports To

Cluster Sales Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Branches / Cluster

Stakeholders Internal

Training Branch Operations Distribution Operations

Stakeholders External

Channel Partner

Key Result Areas

Sales

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 Bank specified persons 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

Relationship Management

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

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

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

MIS

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

Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Language Skills

English, Local Language

Incumbent Characteristics

Essential

Desired

Qualification

Graduate Post-Graduate

Experience

3 - 5 years in Sales (Insurance / Financial Service Background)