Relationship Manager

Tata AIA Life Insurance; Chandrapur; On-site; INR 550,000 - 900,000; Full time

Job summary

Tata AIA Life Insurance is seeking a Relationship Manager - Broking to manage and grow retail broking partnerships and maintain long-term relationships with partners. This role involves achieving sales targets, ensuring compliance, and generating MIS for strategic decisions.

Ideal candidates have 2–4 years in partnership management and 3 years in sales/PM, with MBA or graduate qualifications and strong communication and interpersonal skills.

Qualifications

• Graduate MBA with relevant sales and partnership experience.
• 2-4 years in partnership management; 3 years in sales/PM.
• Age 25–30 years.

Responsibilities

• Drive sales targets as per plans and grow partnerships.
• Maintain and strengthen retail broking partnerships.
• Ensure 100% compliance with internal processes and policies.
• Provide MIS and business reports on partnerships.

Skills

Communication skills

Interpersonal skills

Teamwork

Influencing skills

Relationship building

Decision making

Creative thinking

Education

MBA

Graduate

Tools

Excel

PowerPoint

Job description

JOB DESCRIPTION Position Overview Position Title Relationship Manager - Broking C Corporate Agency Department Broca Retail Accounts Level/ Band Executives -204 Role Summary: Strong track record of success for sales and account management Excellent interpersonal and communication skills Managing and developing retail broking partnerships to create value and business of LI Maintain long term relationships with retail partnerships. Organizational Relationships

Reports To

Manager/Sr. Manager / Asst. Vice President

Supervises

Individual contributor

Job Dimensions

Geographic Area Covered As per Location assigned

Internal Stakeholders Sales Distribution teams, Product, CPC, OPS

External Broking Partners Mapped

Key Result Areas

Organization

Process

Key Contributions

Sales

• Sales targets as per plans
• Persistency as per plan

Relationship Management Zero escalations and partnership mindshare

Ensure Compliance 100% compliance to Internal processes and polices MIS Business reports Skills Required Technical Good communication skills, XL and PPT Behavioral Excellent interpersonal skills Essential Desired Interpersonal skills Yes Communication skills Yes

Creative thinking skills

Yes

Supervising/Leadership skills NO Teamwork Skills Yes Influencing skills Yes Relationship Building skills Yes Decision making skills Yes Interpersonal skills Yes Incumbent Characteristics

Essential Desired Qualification Graduate MBA Experience 2-4 years in partnership management 3 years in sales/PM Age 25 years 25 to 30 years <