Tata AIA Life Hiring for Relationship Manager Job at Patna

  • Full Time
  • Patna
  • Posted 3 years ago

Tata AIA Life

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Position Title
Relation ship Manager – Retail

Department
Partnership Distribution

Level/ Band

Role Summary:

· Provide support in Sales o f Life Insurance business to equity & securities customers of HDFC Securities at customer premises across assigned locations ; Support lead gen, sales, closure and quality aspects for life insurances sold by partner.

B Organizational Relationships

Reports To
AM/ TM

Supervises
NA

C Job Dimensions

Geographic Area Covered
Zone/ Cluster

Internal Stakeholders
Training

Branch Operations

Distribution Operations

External
Channel Partner

D Key Result Areas

Organization Process
Key Contributions

Sales

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

· W orking jointing with the Cluster Manager of partner on Business Implementation plan

· Driving and motivating the partner’s staff and providing closure support & logging in applications sourced

· T apping the right database at designated location of the partner and ensure authentic documentation

· Build relationship with the HDFC Securities sourcing staff and ensure the business targets and Productivity targets of the allocated locations are met effectively

· Prospect and meet custome rs at customer premises, as & when required

· To develop, agree and implement short term and long term plans to achieve sales targets

· To achieve partner staff activation activation targets

· Work collectively with HDFC Securities staff

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