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.
A. Position Overview
Position Title
Assistant Relationship Manager - TES
Department
Tata Eco System
Level/ Band
Officer (102)
B. Organizational Relationships
Reports to Direct
Area Head - TES
C. Job Dimensions
Geographic Area Covered
As per mapped branch & city
Stakeholders - Internal
Tata Eco System
Stakeholders - External
Tata Group Employees, Customers & Vendors
D. Key Result Areas
Sales

• Achieve the set business targets on ANP and case count
• Acquire New Customer through following:

Worksites
Campaigns
References
Fix meetings with the prospects to conduct need analysis and explain products
Implement and adhere to Need Based Selling Model.

• Ensuring timely issuance of policies by resolving pending etc.

Render prompt post sales service to all allocated customers with respect to all domains
Adhere to the customer touch-point engagement in order to service his portfolio of customers.

• Maintaining the desired persistency ratio
• Strategize and interact closely with the supervisor on delivering on Business nos.
• Work collectively with the supervisor and conduct joint sales calls whenever required
• To develop and implement short term and long term plans to achieve sales targets

Customer orientation & reporting/ (MIS)
Adhere to Activity management framework advised
Follow - up on their database / leads provided by Lead Management System (New Prospects)
Update the LMS (Lead management System) on a daily basis.
Adhering to the Training Road map.
Providing timely reports to the Supervisor / Area manager as per the requirement.
Ensuring compliance to internal sales process
Should be process & product champion to ensure adherence to TALIC policies and procedures.
Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
E. Skills Required
Technical
Behavioral
Essential
Desired
Interpersonal Skills

Communication Skills

Creative thinking skills

Supervising/ Leadership skills

Teamwork Skills

Influencing Skills

Relationship Building Skills

Decision Making Skills

F. Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Experience
6 months -2 years' experience
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 Tata's pre-eminent leadership position in India and AIA's 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.