Job Description

:
A Position Overview
Position Title
Associate Territory Manager - Virtual Bancassurance HDFC
Department
Virtual Bancassurance HDFC
Level/ Band
Assistant Manager
Grade
301
B Organizational Relationships
Reports To
Area Manager
Supervises
C Job Dimensions
Geographic Area Covered
Virtual Bancassurance HDFC Floor
Stakeholders Internal
Virtual Bancassurance HDFC Supervisors / Phone Bankers
External
D Key Result Areas
Organization process
Key contributions
Frequency
Training
xc2xb7 Prepare training material for New Phone Bankers
xc2xb7 Certification/ Motivation of Phone bankers
xc2xb7 Timely Completion of training
xc2xb7 Coaching callers based on quality scores for improvement
xc2xb7 Training to improve sales
Daily / Monthly
Quality Evaluations
xc2xa7 Ensure Quality Lead generation from the Phone Banker
xc2xa7 Ensure regular monitoring of quality of calls and completion of monitoring within defined timelines
xc2xa7 Timely feedback to caller
xc2xa7 Collect customer feedback and review scripts regularly
xc2xa7 Conducting Monthly certifications for the unit to assess product/process/ system.
xc2xa7 Analyze the training requirements bases the feedback shared.
Daily / Monthly
MIS
xc2xb7 Prepare the Quality MIS
xc2xb7 Ensure the MIS is published to the relevant stakeholders on time.
Daily/ Weekly/ Monthly
Others
xc2xb7 Assist in preparation of process notes or system requirements
xc2xb7 Projects to improve overall lead quality
E Skills Required
Technical
xc2xa7 Good Knowledge of MS Office / MS Excel
Behavioral
Essential
Desired
Interpersonal skills
xc2xb7
Communication skills
xc2xb7
Creative thinking skills
xc2xb7
Supervising/Leadership skills
xc2xb7
Teamwork Skills
xc2xb7
About Company:
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tatas pre-eminent leadership position in India and AIAs presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.