Key Account Manager - Broca Wealth Partner

Tata AIA Life Insurance

Bengaluru

On-site

INR 600,000 - 900,000

Full time

14 days+
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Job summary

Tata AIA Life Insurance is seeking a Key Account Manager – Broca Wealth Partner in Bengaluru, India. This role involves managing relationships with brokers to drive life insurance business growth, conducting training sessions, and providing sales support.

The ideal candidate will have a good understanding of life insurance products, 3-5 years of experience, and strong relationship management skills. You will report to the Associate Vice President and collaborate with internal teams.

Qualifications

  • Good understanding of Life Insurance products and sales processes.
  • 3-5 years of relevant experience.

Responsibilities

  • Manage and develop relationships with multiple Wealth Broker and Corporate Agency partners.
  • Drive business growth by increasing wallet share across assigned partners.
  • Conduct regular training and knowledge sessions for partner sales teams.
  • Provide on-ground sales support through joint fieldwork.

Skills

Relationship Management
Life Insurance Sales
Business Development
Training & Coaching
Joint Field Work
Partner Engagement

Education

Graduate or Post Graduate

Job description

Position Title

Key Account Manager – Broca Wealth Partner

Department

Broca and Key Accounts

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 Wealth 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.
  • Focus on long-term wealth and retirement solutions through broker and advisor ecosystems.
  • 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.
Key Focus Areas
  • Retail wealth creation propositions
  • Pension and investment-oriented solutions
  • Deepening customer and partner engagement
  • Organizational relationships
Reports To

Associate Vice President

Skills Required
Technical

Good understanding of Life Insurance products and sales processes.

Behavioral
  • Relationship Management
  • Life Insurance Sales
  • Business Development
  • Training & Coaching
  • Joint Field Work
  • Partner Engagement
Qualification

Graduate or Post Graduate

Experience

3-5 years

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