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Senior Relationship Manager - Direct Wealth Force

Tata AIA Life InsurancePune, Maharashtra, India

3 hours ago

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

Position Overview

Position Title

Relationship Manager - AUM

Department

Direct Distribution

Level / Band

Officer

Role Summary :

The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA’s customer base and ensuring timely policy issuance.

Organizational Relationships

Reports To

Sales Manager

Supervises

Part Time Hires

Job Dimensions

Geographic Area Covered

Location Specified

Stakeholders Internal

DSF, Stakeholder, Operations

Stakeholders External

Vendor, Customers, Hires

Key Result Areas

Business Target Achievement

Achieve business targets as outlined in the goal sheet through team

Engage, Lead and motivate team actively toward achieving sales objectives.

Recruitment and Team Building

RM’s need to identify, onboard and build a team of IIA (Insurance Investment Advisors)

Train and guide new team members to enhance their performance.

Field Work and Prospecting

Conduct joint fieldwork (JFW) with team members to drive business growth.

Schedule meetings with prospects to conduct need analysis and explain TATA AIA’s life insurance products.

Sales Planning

Develop & implement short-term & long-term plans to achieve sales targets.

Monitor progress and adjust strategies as needed

Skills Required

Technical

Basic MS Office

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

Proven Sales experience (1-4 years), preferably in the insurance industry.

Excellent communication and interpersonal skills.

Ability to lead and motivate a team.

Understanding of life insurance products and market dynamics

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Relationship Manager • Pune, Maharashtra, India