Relationship Manager - HDFC Securities Branch

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 . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

• Position Overview

Position Title

Relationship Manager - HDFC Securities

Department

Partnership Distribution

Level/ Band

Executive-209

Role Summary:

• Provide support in Sales of Life Insurance business to equity & securities customers at HDFC Securities branches & at customer premises across assigned locations
• Organizational Relationships

Reports To

AM/ TM

Supervises

NA

Job Dimensions

Geographic Area Covered

Zone/ Cluster

Stakeholders Internal

Training

Branch Operations

Distribution Operations

Stakeholders External

Channel Partner

• Key Result Areas

Organization Process

Key Contributions

Sales

· Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches

· Working jointing with the Branch Manager on Business Implementation plan

· Driving and motivating the branch staff and providing closure support & logging in applications sourced

· Tapping the right database of the branch and ensure authentic documentation

· Build relationship with the HDFC Securities branch staff 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 staff activation targets

· Work collectively with HDFC Securities staff 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 so as 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 touch-point engagement in order to service his portfolio of customers

· To maintain the desired persistency ratio

· Prompt post-sales service with respect to all domains

· Strategize and interact closely with the HDFC Securities branch manager on business plan execution

· Ensure that there are nil escalations on service quality and responsiveness by Partner

Ensure Compliance

· Ensure compliance to internal sales process & other compliance standards

· Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

· Adhering to the Training Road map.

· Providing timely reports to the Supervisor as per the requirement.

· Adhering to the TALIC code of conduct.

· 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.

• Skills Required

Technical

• Product/Subject matter expertise
• Business perspective & planning
• Finance / Insurance industry awareness
• Self management
• 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

·

• Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

1 – 3 years in Sales