Senior Key Account Manager - Group Funds and Annuity

Tata AIA Life Insurance; Mumbai Suburban; Presencial; INR 1.500.000 - 2.500.000; Jornada completa

Descripción de la vacante

A leading life insurance provider is looking for a Senior Key Account Manager focusing on Group Funds and Annuities. The successful candidate will be responsible for expanding the business among large corporates and managing key relationships. This role requires 10-12 years of relevant experience and a strong background in B2B sales, especially in financial products. The candidate should be skilled in MS Office and fostering client relationships. This position offers a supportive work environment and opportunities for professional growth.

Formación

• 10-12 years of experience preferred, especially in life insurance.
• Life insurance experience is a plus.
• Direct B2B sales or Key Account Management experience required.

Responsabilidades

• Explore business opportunities in Mega and Large Corporates.
• Expand the Group Funds business across the selected region.
• Focus on empaneling new corporates under NPS.
• Interact with and present Tata AIA capabilities.
• Make presentations to trustees and engage in discussions.

Conocimientos

Interpersonal skills

Creative thinking skills

Teamwork Skills

Relationship Building skills

MS Office – PowerPoint and Excel

Educación

Graduate

MBA Preferred

Descripción del empleo

Senior Key Account Manager - Group Funds and Annuity

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: Sr. Key Account Manager– Corporate Funds & Pensions

Department: Group Business

Level/ Band: 501 – Senior Manager

Role Summary

Group Funds

• Explore and seek business opportunities in Mega & Large Corporates as well as PSUs for sourcing Group Funds – Retirals-Gratuity, Superannuation, Leave Encashments, Benevolence schemes etc


• Expand the Group Funds business across selected region- including Tier 1,2,3 cities


• Leveraging Intermediary & Banca & Agency team for lead generation

Annuity/NPS Annuity Empanelment

• Focus on empaneling New Corporate under NPS (Corporate only)


• Cross sell of Group Annuity to Group Fund clients and to Group Life clients


• 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 Mega, large & PSUs for Group Funds and Annuity


• 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 and Annuity


• 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

10-12 Yrs

Preferred- Life Insurance experience

• Experience of working with Tier 1- private life insurers in their group funds vertical will be preferred.


• Direct B2B Sales / Key Account Management involving human resource & finance with leading company.


• Exposure to selling of fund based products in Mutual Funds or NPS

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

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Insurance