Relationship Manager - Axis Virtual Center

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 to deliver protection solutions that inspire healthier and happier lives. Tata AIA fosters a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities within a supportive and award-winning work environment. The organization is committed to creating a diverse, equitable, and inclusive workplace where employees are valued and empowered to perform their best.

The Relationship Manager role is positioned within the Axis Virtual Center-PD department at the Executive level. This role primarily supports the sales of life insurance products through bank customers at various bank branches within the assigned location. The incumbent will work closely with Axis Relationship Managers (RMs) and channel partners to meet business targets and ensure smooth sales operations.

Key Responsibilities

- Consistently achieve sales targets assigned to the Axis banking vertical and be accountable for channel partner sales/business targets across allocated branches.
- Assist Axis RMs in generating leads and logging prospective insurance applications.
- Motivate and support branch staff alongside Axis RMs to facilitate application processing and ensure authentic documentation.
- Build and maintain strong relationships with Axis Relationship Managers to meet business and productivity goals.
- Prospect and engage with customers both inside and outside the branches as required.
- Develop and implement short-term and long-term sales plans to achieve targets.
- Collaborate with Axis RMs to conduct joint sales calls and drive business growth.
- Secure commitment from channel partners to achieve business objectives.
- Manage relationships between internal teams and channel partners to foster sales and maintain responsiveness to partner requirements.
- Provide comprehensive support to channel partners as the representative of Tata AIA.
- Execute marketing activities aligned with partner needs and ensure timely issuance of policies while resolving pending issues.
- Maintain customer engagement to service the portfolio effectively and uphold desired persistency ratios.
- Deliver prompt post-sales service across all relevant domains.
- Ensure strict compliance with internal sales processes, policies, and regulatory standards, acting as a process and product champion.
- Adhere to training roadmaps and provide timely reports to supervisors.
- Follow the Tata AIA Life Insurance Code of Conduct at all times.

Required Qualifications

- Graduate degree.
- 2 to 3 years of sales experience, preferably within the insurance sector.
- Strong product knowledge and subject matter expertise related to life insurance.
- Good understanding of business planning and finance/insurance industry awareness.
- Excellent self-management and problem-solving skills.
- Ability to coordinate effectively with peers and internal stakeholders.

Preferred Skills and Attributes

- Strong interpersonal and communication skills.
- Creative thinking and decision-making capabilities.
- Ability to work collaboratively within a team and influence others.
- Relationship-building skills to maintain long-term partnerships.
- Leadership qualities and the ability to motivate others.

This role offers an opportunity to be part of a company that values its people as its core asset and is dedicated to providing a supportive environment for professional and personal growth. Tata AIA Life Insurance encourages candidates who are ethical, accountable, and passionate about making a meaningful impact in the life insurance industry to apply and grow with the organization.