Senior Manager - Employee Benefits

Key Responsibilities :

1. Create sales funnel of large & medium Indian companies, MNCs & PSUs for Group Funds and Annuity


2. Interact with and present Tata AIA Life capabilities with the Trustees and the Trust admin team


3. Approach and convert existing client contacts towards Tata AIA Life Group Funds and Annuity


4. Interact and engage with NPS SPOCs and generate business for Group Funds and Annuity


5. Make presentations to Trustees, engage in discussions and provide advice / solutions to Trustees


6. Keep oneself updated on capital market developments, latest Government regulations, legal documentation, IRDAI compliances and other critical aspects of Group Funds Management


7. Track client investments, sales activities, and maintain sales calls reports Proactive engagement with clients with regards their portfolio, aligning with the Investments team Collect and share market information on product, pricing, processes and overall solutions Generate and track Annuity leads with the fulfilment team

   Skills Required :

   Skill Type

   Description

   Level

   Technical Understanding working of Capital Markets Medium Technical Key Account Management, Direct Sales High Technical Understanding of Financial Statements, Compliances and Legal Documents (related to Group Funds) Low / Medium Technical Resourceful with MS Office - Powerpoint and Excel especially Medium Behavioural Engage and manage relationships with Internal & External Stakeholders High Communication Written and Spoken skills Medium

   Background Requirements :

   Education

   Graduate. MBA Preferred.

   Work Experience - No of Years

   4 - 8 years of overall Work Experience

   Work Experience - Nature

   Preferred- Life Insurance experience

   Past experience of working with Tier 1- private life insurers in their group funds vertical/annuity sales will be preferred. Past experience in working with PSUs clients/PF trusts/trustees will be an added advantage

   Can be considered

   Direct B2B Sales / Key Account Management Exposure to sale of fund products in Mutual Funds

   Organisation Structure

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