Relationship Manager

Tata AIA Life Insurance

Delhi

On-site

INR 600,000 - 900,000

Full time

14 days+

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Job summary

Tata AIA Life Insurance is looking for a Relationship Manager - Branch Banking Prime to lead insurance sales through coaching, training, field support and business development activities. Based in Delhi, you will engage with internal sales teams and Channel Partners to drive targets and growth.

The role emphasizes strategic relationship building, product knowledge, and compliance, with a focus on driving premium targets and channel activation while delivering customer-centric solutions.

Qualifications

Understanding of insurance products and channels.
Ability to plan targets and manage branch activities.
Strong relationship-building and sales acumen.
Awareness of regulatory norms in finance/insurance.
Self-management and disciplined work style.

Responsibilities

Plan target achievement, allocate resources, and monitor progress.
Drive insurance sales through coaching, training, and field support.
Collaborate with internal sales teams and Channel Partner.
Achieve channel and branch activation targets on a weekly basis.
Maintain compliance and provide proactive solutions to issues.

Skills

Product knowledge

SME

Business planning

Relationship building

Finance / Insurance awareness

Self-management

Education

Graduation

Job description

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.

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.

Position Overview

Position Title
Department
Level/ Band
Relationship Manager - Branch Banking Prime - IDFC First Bank
IDFC First Bank
Assistant Manager 301

Role Summary:

The Job holder will need to engage with internal sales team along with the Channel Partner to exhibit leadership to drive Insurance Sales through a combination of coaching, training, field sales support and business development activities.

Organizational Relationships

Reports To

Supervises

Cluster Manager

Tata AIA Life Insurance Co. Ltd

Job Description

Job Dimensions

Geographic Area Covered

Stakeholders Internal

Stakeholders External

Prime Branches/Clusters

Supervisors, Channel marketing, Branch operations, Distribution operations,

Product Management

IDFC First bank Channel Partner

C. Key Result Areas

To plan target achievement, execute key priorities, allocate resources efficiently, Implements and monitor plans constantly to track progress to accomplish desired goals. Strategic Business Development
To be able to multitask and balance competing priorities effectively, understand the value of time and is able to get more done in less time than others, is able to do significant value addition in driving organization goals To achieve channel targets: Achieve Premium targets as per rolled out channel plan
To achieve IDFC branch LG/ SP Activation Targets: To track LG productivity on a weekly basis & track Input parameter like leads
To create healthy pool of lead generation across branch staff Ability to set high standards for self. Continuously improve own performance and meet or exceed objectives. Make joint field calls and motivate them to achieve targets. Sales & Compliance Management
To be a Domain Expert: knowledgeable of product, industry norms, financial markets, regulatory norms, channels, emerging trends, new developments Should be able to apply the knowledge to enhance business prospects, understand problems and provide proactive solutions basis his specialized knowledge.
Ensures adherence to policies and procedures to cultivate a compliance culture in the team. Maintain and observe Companys internal control standards, implement, and observe the Companys Compliance Policy.
Building & Leveraging Relationships: Being able to connect with people naturally, show genuine concern for others, Focuses on meeting customer needs both internal and external, able to persuade & influence outcomes without direct controls. Develops networks and builds alliances with wide range of stakeholders to facilitate win-win situations. Leveraging existing relationships well and is mature in creating strong personal rapport and build long lasting relationship

Relationship Management

D. Skills Required