Relationship Manager - LOY

Tata AIA Life Insurance, a prominent and rapidly growing life insurance provider in India, was established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. The company combines Tata’s trusted leadership with AIA’s extensive pan-Asian expertise, aiming to be the leading protection provider that enables dreams and inspires healthier, happier lives. Tata AIA fosters a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities within a supportive work environment. Recognized as a ‘Great Place to Work’ and recipient of the Kincentric Best Employer Award, the organization is deeply committed to employee satisfaction and holistic well-being. The core value, “People – Our Core,” reflects the company’s dedication to inspiring employees to deliver their best. Tata AIA is focused on attracting and developing leaders who are ethical, accountable, and fair, providing the necessary training, technology, and resources to perform effectively in a diverse and inclusive workplace.

The Assistant Relationship Manager - LOY will support the planning, implementation, and management of loyalty and engagement programs. This role involves coordinating with internal stakeholders, monitoring program performance, maintaining loyalty data and management information systems (MIS), addressing partner and customer queries, and ensuring smooth execution of loyalty initiatives. The goal is to enhance customer retention, engagement, and drive business growth within the assigned branch and city.

Key Responsibilities

- Achieve business targets related to Annualized New Premium (ANP) and case count.
- Acquire new customers by scheduling meetings, conducting need analysis, and explaining products.
- Implement and adhere to the Need Based Selling Model.
- Up-sell and cross-sell to the allocated orphan customer base.
- Ensure timely issuance of policies by resolving pending issues.
- Provide prompt post-sales service across all domains for allocated customers.
- Maintain customer engagement through consistent touchpoints to service the portfolio.
- Maintain the desired persistency ratio.
- Collaborate closely with the Sales Manager to strategize and achieve business goals.
- Participate in joint sales calls with supervisors as required.
- Develop and execute short-term and long-term sales plans.
- Adhere to the activity management framework and follow up on leads from digital campaigns and the Lead Management System (LMS).
- Update LMS daily and provide timely reports to supervisors and area managers.
- Ensure compliance with internal sales processes and act as a process and product champion.
- Participate in risk mitigation, contingency planning, and business continuity programs by executing and reporting within defined timelines.
- Identify and recommend process improvements to enhance efficiency and compliance.

Required Qualifications

- Minimum educational qualification of 12th standard or graduate.
- Experience ranging from 0.6 to 2 years in a similar role is preferred.
- Proficiency in MS Office Suite.

Preferred Qualifications and Benefits

- Strong interpersonal, communication, creative thinking, leadership, teamwork, influencing, relationship-building, and decision-making skills are desirable.
- Opportunity to work in a recognized organization committed to employee growth, inclusivity, and well-being.
- Exposure to a structured training roadmap and continuous learning environment.
- Work within a diverse, equitable, and inclusive culture that values respect, care, and compassion.

Tata AIA Life Insurance does not charge any fees during the hiring process. Candidates are advised to verify job offers through official Tata AIA communication channels to avoid fraud. This job description is confidential and proprietary to Tata AIA Life Insurance.