Key Account Manager - Broca Wealth Partner

Tata AIA Life Insurance; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Tata AIA Life Insurance in Mumbai is seeking a dynamic Key Account Manager to oversee broker and corporate agency partnerships, driving Life Insurance business and wallet share growth. You will train partners, support joint field sales, and ensure top-tier service standards across key accounts.

The role emphasizes wealth and retirement solutions, relationship management, and cross-team collaboration to issue policies smoothly. 3–5 years of experience and a Graduate/PG qualification are preferred.

Qualifications

• Graduate or postgraduate degree.
• 3–5 years of relevant Life Insurance sales experience.
• Strong relationship-building and partner management skills.

Responsibilities

• Manage relationships with Wealth Broker and Corporate Agency partners to generate Life Insurance business.
• Increase wallet share and maintain consistent partner engagement.
• Train partner sales teams on products, processes and market updates.
• Provide on-ground sales support through joint fieldwork and meetings.
• Ensure timely queries resolution and maintain service standards.
• Collaborate with internal teams for policy issuance and operational support.

Skills

Relationship Management

Life Insurance Sales

Business Development

Training & Coaching

Joint Field Work

Partner Engagement

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 Tata's esteemed leadership with AIA's 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.

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.

Position Overview

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

Key Result Areas

• ANP Achievement: Target vs Achievement
• Focus Product Achievement: Target vs Achievement
• Issuance by Submission: Target vs Achievement
• Persistency: Target vs Achievement

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

Qualifications

Graduate – Post Graduate

Experience

3‑5 years

Reports To

Associate Vice President

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