Relationship Manager - Group Annuity

Tata AIA Life Insurance

🇮🇳 India

On-site

Manager or above

1 week ago

1 week ago

Not enough detail in this posting to match

JOB DESCRIPTION

Position Title	Relationship Manager – Group Annuity
Department	Group Funds and Annuity
Level/ Band	Executive

Role Summary:

Reports to	Sales Manager – Group Annuity
Supervises	None

C Job Dimensions

Geographic Area Covered	As per mapping to the Group Team Zone
Stakeholders - Internal	Group Funds Team
External	Corporates / Companies

Sales

· Achieve the set business targets on ANP and/or case count

· Acquire New Customer through retirees from companies / References of corporate retirees / Nodal Officers of companies

· Fix meetings with the prospects to explain group annuity solutions face to face

· Fill up digital application form on the tab

· Coordinate with Nodal officers to share data in appropriate format with TALIC central operations team for closure

· Ensure timely funds transfer (Purchase Price) from the corporate to TALIC account

· Ensuring timely issuance of policies by resolving pending etc.

· Render prompt post sales service to all customers

· Keep a tab on competitive activity in assigned corporates and update Supervisor

· Strategize and interact closely with the supervisor on delivering on Business nos.

· Work with the supervisor and conduct joint sales calls whenever required

· To develop Group Annuity business by identifying corporates not empanelled with TALIC and seek support of Group Funds team to tie up with them

· Job requires travel within the zone as per company travel policy

Customer orientation & reporting/ (MIS)

· Adhere to sales activity management framework in place

· Follow – up on database / leads provided to the RMs

· Update the leads status on a daily basis

· Adhering to the Training Road map.

· Providing timely reports to Supervisor as required

· Ensuring compliance to internal sales process

· Follow process & product compliance as per TALIC policies and procedures

· Participate in risk mitigation activities, identify process gaps/flaws and suggest changes, reporting within defined timelines

E Skills Required

Technical	§Good Knowledge of 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	·

Expertise in the usage of MS Office
High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines
Candidates with prior experience in Annuity sales will be preferred

F Incumbent Characteristics

Relationship Manager - Group Annuity · Tata AIA Life Insurance