Relationship Manager - Hdfc Bank Asset Channel

Join Tata AIA Life Insurance, a
leading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tatasesteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our visionis to be the pre-eminent protection provider enabling dreams and inspiringhealthier, happier lives.

We foster a culture of innovation, inclusivity, and
continuous learning, offering dynamic career growth opportunities and asupportive work environment. Recognized as a "Great Place to Work"and recipient of the Kincentric Best Employer Award, we are committed toemployee satisfaction and holistic well-being. Our core value, "People -Our Core," emphasizes our dedication to inspiring our employees to be anddeliver their very best. Our aim is to attract, hire and develop highlycapable 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. Ourpromise to you is to provide for a diverse, equitable, and inclusive workenvironment, where each employee is valued as an individual and treated withrespect, care, and compassion.

Fuel your future with us, find
your wings, and S.O.A.R. - Shape opportunities, Optimize your potential,Accomplish meaningful work, and Reap holistic growth.

A.
Position Overview

Position Title

Relationship Manager - HDFC Bank Asset Channel

Department

Partnership Distribution

Level/ Band

209

Role Summary :

-
Provide support in Sales of Life Insurance business through bank
customers at bank branches across assigned locations.

B.
Organizational Relationships

Reports To

AM/ TM

Supervises

NA

Job Dimensions

Geographic Area Covered

Zone/
Cluster

Stakeholders Internal

Training

Branch
Operations

Distribution
Operations

Stakeholders External

Channel
Partner

C.
Key Result Areas

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

Driving and motivating the branch staff
and providing support for logging in applications sourced

Tapping the right database of the
branch and ensure authentic documentation

Build relationship with the HDFC
branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively

Prospect and meet customers within
and outside the Branch as when required

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

To achieve branch staff activation
targets

Work collectively with HDFC staff and
conduct joint sales calls as a team to achieve business nos.

Seek commitment from the partner
towards achievement of business objective

Relationship Management

Managing the relationship between
internal team and channel partner so as to

Foster sales for the company and
maintain utmost levels of responsiveness to requirements from the Channel Partner

Provide all possible support to the
channel partner as a face of parent company

Effectively execute all Marketing
activities as per Partners requirement

Ensuring timely issuance of policies
with resolving all pending etc.

Adhere to the customer touch-point
engagement in order to service his portfolio of customers

To maintain the desired persistency
ratio

Prompt post-sales service with
respect to all domains

Strategize and interact closely with
the HDFC branch manager on business plan execution

Ensure Compliance

Ensure compliance to internal sales
process & other compliance standards

Should be process & product
champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

Adhering to the Training Road map.

Providing timely reports to the
Supervisor as per the requirement.

Adhering to the TALIC code of
conduct.

Participate in risk mitigation plans,
contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

D.
Skills Required

Technical

Product/Subject matter expertise

Business perspective & planning

Finance / Insurance industry
awareness

Self-management

Problem solving skills

Peer level co-ordination and
influencing skills

Behavioral

Essential

Desired

Interpersonal
skills

Communication
skills

Creative
thinking skills

Supervising/Leadership
skills