Relationship Manager - DBS LVB

Tata AIA Life Insurance; Hyderabad; On-site; INR 450,000 - 650,000; Full time

Job summary

Tata AIA Life Insurance in Hyderabad seeks a Relationship Manager - DBS LVB to visit partner branches, engage with Bank Branch Managers and SPs, and drive insurance sales end-to-end.

You will explain products, complete documentation, and work toward targets while ensuring compliance and timely policy issuance. Collaboration with branch teams and post-sales support will be essential.

Qualifications

• Graduation/PG in relevant field.
• 2–4 years of work experience in Insurance/Financial Services.
• Experience with bank partner channels is preferred.

Responsibilities

• Explain products and solutions to customers and assist with documentation per guidelines.
• Meet and exceed sales targets for designated branches.
• Develop and implement sales plans with Bank SP and Branch Manager.
• Manage relationships with bank partners and ensure timely policy issuance and customer service.

Skills

Product Expertise

SME Knowledge

Business Planning

Finance Awareness

Self Management

Problem Solving

Coordination

Influencing

Relationship Building

Leadership

Teamwork

Communication

Education

Graduate/PG

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 Tatas esteemed leadership with AIAs 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 Relationship Manager - DBS LVB Department Partnership Distribution Level/ Band 209 (Executive) Role Summary: Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP

• Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
• Ensure Sales Targets assigned are met on every parameter
• Help branches assigned achieve Insurance Sales Targets

1. Organizational Relationships

Reports To

Cluster Manager

Supervises

NA

Job Dimensions:

Geographic Area Covered

Multiple Branches / Cluster / Region (As per requirement)

Stakeholders Internal

Stakeholders External Channel Partner Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager/ SP on Business Implementation plan Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ Operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company

Effectively execute all Marketing activities as per Partners requirement

Ensuring timely issuance of policies with resolving all pending etc.

Adhere to the customer engagement protocols and ensure there are no customer

Manage escalations w. r. t. sales and service deliverables.

To maintain the desired persistency ratio

Prompt post-sales service with respect to all domains

Strategize and interact closely with the SP on business plan execution

Tracking competition at branches level

Compliance

• Maintain high standards of business following processes and compliance policies of both bank and parent organization
• Adhering to the Tata AIA Life code of conduct.

MIS Maintain and coordinate branch level MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement.

Skills Required Technical Product/Subject Matter Expertise Business Perspective & Planning Finance / Insurance industry awareness Self-Management & Discipline Problem Solving Skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills English, Local Language Incumbent Characteristics Essential Desired Qualification Graduate PG Experience 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable

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