Key Account Manager - Broca Wealth Partner
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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.
Position Title
Key Account Manager - Broca Wealth Partner
Department
Broca and Key Accounts
Level/ Band
Assistant Manager/Senior Executive
Role Summary:
We are looking for a dynamic and result-oriented professional to manage Broker and Corporate Agency partnerships for driving Life Insurance business. The role involves developing strong partner relationships, increasing wallet share, driving profitable business growth, conducting training sessions, and supporting partners through joint sales calls and fieldwork.
Key Responsibilities
- Manage and develop relationships with multiple Wealth Broker and Corporate Agency partners to generate Life Insurance business.
- Drive business growth by increasing wallet share across assigned partners and ensuring consistent engagement.
- Focus on generating profitable business with quality submissions and strong persistency.
-Focus on
through broker and advisor ecosystems.
- Conduct regular training and knowledge sessions for partner sales teams on products, sales processes, and market updates.
- Provide on-ground sales support through joint fieldwork and customer meetings to improve conversion and productivity.
- Ensure timely resolution of partner queries and maintain strong service standards.
- Monitor business performance, pipeline management, and achievement of assigned targets.
- Collaborate with internal teams for smooth policy issuance and operational support.
- Key Focus Areas
Reports To
Associate Vice President
Supervises
Individual Performer
Job Dimensions
Geographic Area Covered
Respective Zone
Stakeholders Internal
Underwriting, Training, POS, Operations Team
Stakeholders External
Assigned Broca Partners
«Key_Result_Areas_Title»
«Key_Resulta_Areas_Responsibilities»
ANP Achievement
Target V Achievement
Focus Product Achievement
Target V Achievement
Issuance by Submission
Target V Achievement
Persistency
Target V Achievement
Technical
Good understanding of Life Insurance products and sales processes.
Behavioral
Essential
Desired
«Skills_Required_Name_of_behavioural_Skil»
«Skills_Required_Essential_YesNo»
No«Skills_Required_Desired_YesNo»
- Channel Management
Yes
- Relationship Management
Yes
- Life Insurance Sales
Yes
- Business Development
Yes
- Training & Coaching
Yes
- Joint Field Work
Yes
- Partner Engagement
Yes
Essential
Desired
Qualification
Graduate
Post Graduate
Experience
3-5 years
Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. If the application aligns with our requirements, you may be contacted for further steps. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:
Job ID: 152157413
