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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