Job Description:JOB DESCRIPTIONA Position OverviewPosition TitleRelationship Manager – Group AnnuityDepartmentGroup Funds and AnnuityLevel/ BandExecutiveRole Summary:B Organizational RelationshipsReports toSales Manager – Group AnnuitySupervisesNoneC Job DimensionsGeographic Area CoveredAs per mapping to the Group Team ZoneStakeholders - InternalGroup Funds TeamExternalCorporates / CompaniesD Key Result AreasSales· Achieve the set business targets on ANP and/or case count· Acquire New Customer through retirees from companies / References of corporate retirees / Nodal Officers of companies· Fix meetings with the prospects to explain group annuity solutions face to face· Fill up digital application form on the tab· Coordinate with Nodal officers to share data in appropriate format with TALIC central operations team for closure· Ensure timely funds transfer (Purchase Price) from the corporate to TALIC account· Ensuring timely issuance of policies by resolving pending etc.· Render prompt post sales service to all customers· Keep a tab on competitive activity in assigned corporates and update Supervisor· Strategize and interact closely with the supervisor on delivering on Business nos.· Work with the supervisor and conduct joint sales calls whenever required· To develop Group Annuity business by identifying corporates not empanelled with TALIC and seek support of Group Funds team to tie up with them· Job requires travel within the zone as per company travel policyCustomer orientation & reporting/ (MIS)· Adhere to sales activity management framework in place· Follow – up on database / leads provided to the RMs· Update the leads status on a daily basis· Adhering to the Training Road map.· Providing timely reports to Supervisor as required· Ensuring compliance to internal sales process· Follow process & product compliance as per TALIC policies and procedures· Participate in risk mitigation activities, identify processAbout Company:Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.