Tata AIA Life
Level/ Band : Executive
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
Reports To : Territory Sales Manager
Geographic Area Covered : Branches / Cluster
Internal Stakeholders : Training/Branch Operations/Distribution Operations
External Stakeholders : Channel Partner
Qualification : Graduate/PostGraduate
Experience : 1 – 3 years in Sales (Insurance/Financial Service Background)
CTC – Upto 3.50 Lacs
Age Limit : Age upto 30 years
Key Result Areas
Sales
- Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointly with the Branch Manager on Business Implementation plan
- Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the Bank Sales/ operations team 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 RM activation targets
- Work collectively with Bank Sales / operations team 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 mmaintain 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 RM on business plan execution
Ensure Complaince
- 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.
Technical Skills Required
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills