Tata AIA Life Insurance - AVP - Relationship Manager - Bancassurance

Exposure : Insurance Sales, Bancassurance / Banking background, Managing High Net worth Individual (HNI) customers, Premier customer relationships management (refer JD listed below for more detail).

Sales :

Responsible for the ANP, VoNB and other business targets for the channel

- Meet CPC customer across the country for sales calls

- Interact with CPC client and CPC RM, understand customer need, propose insurance solutions and develop business

- Conceptualize and implement pilot research programs particularly related to CPC client base to gather consumer behaviour insights

- Conceptualize, create, execute and monitor short term / long term category plans aligned to marketing strategy to maximize success of channel aligned products

- Should possess in depth knowledge on CPC Channel business model, sales propositions & business model.

- Should possess skills which enable him to generate business models which are viable and implementable and can enable us to get a better penetration on the business front.

- Plan and conduct workshops / sessions to implement various initiatives

- Develop and implement training modules as per channel requirement

- Ensure profitability of the channel

- Extensive travel involved

Relationship Management :

- Build relationship with the Citibank Product Team and CBH so as to understand the avenues available for business in the channel.

- To ensure the business and productivity targets are met effectively.

- Enable sales team by ensuring that all sales enablers with regards to sales tools, sales propositions & help items are in place.

- Ensuring timely issuance of policies with resolving all pending etc.

- To maintain the desired persistency ratio

- Adhere to the Activity Management framework advised

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

Technical :

- Wealth management experience with understanding of key financial products and financial markets

- Banking, financial services industry, business perspective & planning exposure

- Experience in partner management and aligning to the business strategies of partner and contribute to process excellence and continuous improvement

- Ability to lead discussions with partner, business, operations, vendors and convince leaderships to execute process improvement projects

- Ability to provide overall direction, guidance and definition of business to effectively support business strategy

- Product/Subject matter expertise including partnership distribution / bancassurance regulation understanding

- Excellent team work skills and capability to work across multiple projects simultaneously with ability to work well under pressure, aggressive timelines

- Organisational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work

- Creative skills for contributing new and innovative ideas

- Expert at MS Project, Power point, Excel, Word, Access other office solutions

Qualification :

Essential : Preferred Post Graduate

Desired : PG/ MBA

Experience : 10 - 12 years experience including sales in a bank, insurance specialist, banca manager

Desired : Bancassurance/Bank Background