Territory Sales Manager

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 Tatas esteemed leadership with AIAs 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

Territory Sales Manager

Department

HDFC Bank Branch Banking

Level/ Band

Assistant Manager - 306

Role Summary:

Interact with Bank s cluster head bank employees and manage them on daily basis Branches directly mapped to him/her. Manage RMs mapped to him to help them achieve sales targets Ensuring that the persistency productivity is maintained, Ensures quality of recruits hired in the team, maintains drives compliance at the zone.

Reports To

Circle Manager

Supervises

CAMs

Job Dimensions

Geographic Area Covered

Zone/s

Stakeholders Internal

Supervisors, CAMS, Ops, Underwriting

Stakeholders External

Bank - Channel Partner

Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets while ensuring that the persistency productivity is maintained

Provide guidance support to Bank s employee, TATA AIA CAMs and all stakeholders in terms of submissions, issuance, pending resolve etc

Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push motivate them to maintain productivity

Ensure that they are meeting their team targets as well as individual sales targets

Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

Ensure Recruitment is as per plans

Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.

Align partner to ensure both teams are working towards the same goal

Monitor the performance of RMs to promote them to the next level

Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.

Maintain drive compliance at the zone

Ensure adherence to SOPs sales processes instigate disciplinary

action against those fond breaching them

Top Line Growth/Business Enablement

Achievement of NB Premium target, RM Activation and Product mix

Business Enablers

Sales activity management, renewal collection, and high level relationship mapping with bank staff (very important)

Risk

Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.

Technical

Good knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Essential

Desired

Qualification

Graduation

Management background preferred

Experience

Should have at least 4-6 years experience of banca sales with at least 2 years experience in leading teams.

The incumbent also preferably needs to have knowledge of retail sales in the insurance parlance.

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