All roles at Tata AIA Life Insurance

Relationship Manager - DBS LVB

MumbaiFull-time2–4 yrsPosted 1 week ago

Mid-level finance role at Tata AIA Life Insurance in Mumbai. Needs 2–4 years and a degree.

About the role

We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. 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. Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP

What you'll do

  • Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches
  • Working jointing with the Branch Manager/ SP on Business Implementation plan
  • Driving and motivating the branch staff along with Bank SP 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

What you need

  • Insurance
  • MIS reporting
  • Sales
  • Compliance
  • Underwriting
  • SOP writing

More roles like this at Tata AIA Life Insurance

Apply on Tata AIA Life Insurance's site