Key Account Manager - Group Funds and Annuity

Tata AIA Life Insurance

Bengaluru

On-site

INR 600,000 - 900,000

Full time

14 days+

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Benefits offered by this job

Career growth opportunities

Inclusive work culture

Training and development programs

Job summary

A leading life insurance company is seeking a Key Account Manager for Group Funds and Annuity in India. This role involves exploring business opportunities, developing sales strategies, and managing client relationships. Ideal candidates should possess strong interpersonal and sales skills, with 7-10 years of relevant experience. An MBA is preferred. The company promotes a culture of inclusivity and innovation, offering extensive training and career growth opportunities.

Qualifications

7-10 years of experience in sales, preferably in life insurance.
Experience in B2B sales and key account management.
Familiar with mutual fund products.

Responsibilities

Explore business opportunities in corporate funds and annuities.
Develop sales strategies and manage client portfolios.
Create presentations for clients and stakeholders.

Skills

Interpersonal skills

Creative thinking skills

Teamwork Skills

Relationship Building skills

Resourceful with MS Office

Education

Graduate

MBA Preferred

Tools

MS Office

Job description

Key Account Manager - Group Funds and Annuity

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Key Account Manager - Group Funds and Annuity

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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. Our aim is to 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.

Position Overview

Position Title

Key Account Manager/ Relationship Manager – Corporate Funds & Pensions

Department

Group Business

Level/ Band

Role Summary:

Group Funds

Explore and seek business opportunities in Large and Medium Corporates Group Funds – Retirals-Gratuity, Superannuation, Leave Encashments, Benevolence schemes etc
Cross sell Group Funds to existing Group Life customers and leveraging Banca/ Agency team
Business development through direct or intermediaries
Organizational Relationships

Reports To

Regional Head - Funds and Annuity

Job Dimensions:

Geographic Area Covered

Stakeholders Internal

Investments, Operations, F&A, Product, Mid-Office, L&C

Stakeholders External

CXOs, Trustees, Treasury Heads, Brokers/Banca/Agency teams, Annuity/NPS SPOCs

Key Result Areas
Create sales funnel of large & medium (MSME) companies, Group Funds
Interact with and present Tata AIA Life capabilities with the Trustees and the Trust admin team
Approach and convert existing client contacts towards Tata AIA Life Group Funds
Interact and engage with Group Annuity/NPS SPOCs and generate business for Group Funds and Annuity
Make presentations to Trustees, engage in discussions and provide advice / solutions to Trustees
Keep oneself updated on capital market developments, latest Government regulations, legal documentation, IRDAI compliances and other critical aspects of Group Funds Management
Track client investments, sales activities, and maintain sales calls reports. Track competition, Relationship with regional Banca & agency teams
Proactive engagement with clients with regards their portfolio, aligning with the Investments team
Collect and share market information on product, pricing, processes and overall solutions
Reporting and maintaining MIS

E Skills Required:

Technical

§ Resourceful with MS Office – PowerPoint and Excel especially

Behavioral

Interpersonal skills

Creative thinking skills

Teamwork Skills

Relationship Building skills

Qualification

Graduate. MBA Preferred.

Experience

7-10 Yrs

Preferred- Life Insurance experience

· Past experience of working with Tier 1- private life insurers in their group funds vertical/annuity sales will be preferred.

· Direct B2B Sales / Key Account Management

· Exposure to sale of fund products in Mutual Funds

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. To know more about Tata AIA Life, click on the weblink:

Seniority level