Job Description

Document Designation Territory Head - Corporate Funds & Pensions ( for Sr. Manager) Key Relationship Manager - Corporate Funds & Pensions (for Manager) Grade Senior Manager / Manager Reporting into Regional Head - Funds and Annuity Location Mumbai, Delhi, Bengaluru, Kolkatta Department Group Business Team Management Individual Contributor Role Internal Stakeholders Investments, Operations, F&A, Product, Mid-Office, L&C External Stakeholders CXOs, Trustees, Treasury Heads, Brokers/Banca/Agency teams, NPS SPOCs Job Summary : Group Funds 1. Explore and seek business opportunities in Large and Medium Corporates as well as PSUs for sourcing Group Funds - 2. Expand the Group Funds business across selected region- including Tier 1,2,3 cities 3. Cross sell Group Funds to existing Group Life customers Annuity/NPS Annuity Leads 4. Support Group Annuity business including prospecting, processes, affiliation and fulfilment 5. Cross sell of Group Annuity to Group Fund clients and to Group Life clients 6. Engage with NPS Nodal officers to ensure that Tata AIA is a preferred partner for NPS annuity leads 7. Ensure fulfilment of the leads either digitally or leveraging the Direct Sales Force/Agency team of Tata AIA Key Responsibilities : 1. Create sales funnel of large & medium Indian companies, MNCs & PSUs for Group Funds and Annuity 2. Interact with and present Tata AIA Life capabilities with the Trustees and the Trust admin team 3. Approach and convert existing client contacts towards Tata AIA Life Group Funds and Annuity 4. Interact and engage with NPS SPOCs and generate business for Group Funds and Annuity 5. Make presentations to Trustees, engage in discussions and provide advice / solutions to Trustees 6. Keep oneself updated on capital market developments, latest Government regulations, legal documentation, IRDAI compliances and other critical aspects of Group Funds Management 7. Track client investments, sales activities, and maintain sales calls reports 8. Proactive engagement with clients with regards their portfolio, aligning with the Investments team 9. Collect and share market information on product, pricing, processes and overall solutions 10. Generate and track Annuity leads with the fulfilment team Skills Required : Skill Type Description Level Technical Understanding working of Capital Markets Medium Technical Key Account Management, Direct Sales High Technical Understanding of Financial Statements, Compliances and Legal Documents (related to Group Funds) Low / Medium Technical Resourceful with MS Office - Powerpoint and Excel especially Medium Behavioural Engage and manage relationships with Internal & External Stakeholders High Communication Written and Spoken skills Medium Background Requirements : Education Graduate. MBA Preferred. Work Experience - No of Years 4 - 8 years of overall Work Experience Work Experience - Nature Preferred- Life Insurance experience . Past experience of working with Tier 1- private life insurers in their group funds vertical/annuity sales will be preferred. . Past experience in working with PSUs clients/PF trusts/trustees will be an added advantage Can be considered . Direct B2B Sales / Key Account Management . Exposure to sale of fund products in Mutual Funds Organisation Structure

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