Relationship Manager - HDFC Securities Branch

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable 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. Our promise to you is to provide for a diverse, equitable, and inclusive work environment,

where each employee is valued as an individual and treated with respect, 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 Securities
Department	Partnership Distribution
Level/ Band	Executive- 209

Role Summary:

- Provide support in Sales of Life Insurance business to equity & securities customers at HDFC Securities branches & at customer premises 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

Organization Process	Key Contributions
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 closure support & logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the HDFC Securities 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 Securities 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