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Relationship Manager - HDFC Securities Branch

Relationship Manager - HDFC Securities Branch

Tata AIA Life Insuranceindore, India
22 hours ago
Job description

JoinTataAIALifeInsurance,aleadingandfastest-growinglifeinsuranceproviderinIndia,establishedin2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity,andexcellence,combiningTata'sesteemedleadershipwithAIA'sextensivepan-Asianexpertise.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. Recognizedasa"GreatPlacetoWork"andrecipientof theKincentricBestEmployerAward,wearecommitted to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedicationtoinspiringouremployeestobeanddeliver theirverybest.Ouraimistoattract,hireanddevelop highly capable leaders who are just, fair, ethical, and accountablefortheiractions.We striveto 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,andinclusiveworkenvironment,

whereeachemployeeisvaluedasanindividualandtreatedwithrespect,care,andcompassion.

Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A. PositionOverview

PositionTitle

RelationshipManager-HDFC Securities

Department

PartnershipDistribution

Level / Band

Executive-209

Role Summary :

  • ProvidesupportinSalesofLifeInsurancebusinesstoequity&securitiescustomersatHDFC Securities branches & at customer premises across assigned locations

B. OrganizationalRelationships

ReportsTo

AM / TM

Supervises

NA

JobDimensions

GeographicArea

Covered

Zone / Cluster

StakeholdersInternal

Training

BranchOperations

DistributionOperations

StakeholdersExternal

ChannelPartner

C. KeyResultAreas

OrganizationProcess

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
  • Drivingandmotivatingthebranchstaffandproviding closuresupport & logging in applications sourced
  • Tapping the right database of the branch and ensure authentic documentation
  • BuildrelationshipwiththeHDFCSecuritiesbranchstaffandensurethe businesstargetsandProductivitytargetsoftheallocatedbranchesare met effectively
  • Prospect andmeet customers withinandoutsidetheBranch aswhen required
  • To develop, agree and implement short term and long term plans to achieve sales targets
  • Toachievebranchstaffactivationtargets
  • Work collectively with HDFC Securities staff and conduct joint sales calls as a team to achieve business nos.
  • Seekcommitmentfromthepartnertowardsachievementofbusiness objective

    • Relationship Management

  • Managingtherelationshipbetweeninternalteamandchannelpartner so as to

    • fostersalesforthecompanyandmaintainutmostlevelsofresponsiveness to requirements from the Channel Partner

  • Provideallpossiblesupporttothechannelpartnerasafaceofparent company
  • Effectivelyexecute allMarketingactivitiesasperPartners requirement
  • Ensuringtimely
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    Relationship Manager • indore, India