Qureos Mentor

Tata Aia Life

<div><div><div><div><div>Role Summary</div>
</div><div><div>
In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups&amp; primarily grow the business with profits, Channel Management &ndash; Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations &amp; Product tower, Process Excellence group, Claims,Finance,legal, Business Intelligence, marketing &amp; Human Resource teams for the process. Ensuring that we deliver best of our services to client as well as to banks.
</div></div></div><div><div><div>Key Accountabilities/ Responsibilities</div>
</div><div><div>
<ul><li><div>Responsible for Achieving overall Gross Written Premium</div>
<ul><li><div>Team Management.</div>
</li><li>Channel Relationship.</li>
<li>Visit Branches</li>
<li>Conduct Meetings</li>
<li>Regular training of Bank employees regarding TAGIC Products</li>
</ul></li></ul><ul><li>To maintain Renewal of Business
<ul><li>Timely follow up with the clients.</li>
<li>Tracking religiously in first week of every month.</li>
<li>Driving Bank for retention first.</li>
</ul></li></ul><ul><li>To maintain the Hygiene&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;
<ul><li>Proper QC and issuance of premium collected.</li>
<li>Proactive in handling claims.&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;</li>
</ul></li></ul></div></div></div><div><div><div>Stakeholder interfaces</div>
</div><div><div>
Internal:</div>
<ul><li>Operations (BOPs&amp; COPs) &ndash; for the issuance ,endorsement, Banking operations etc.</li>
<li>Under writing Team &ndash; for Quotations
</li><li>Human Resources &ndash; to know queries regarding the talent pool accordingly</li>
<li>Claims Team &ndash; Regularly for the claim settlements</li>
</ul>
<div>External:</div>
<ul><li>Banks and NBFCs</li>
<li>End customers
</li></ul></div></div><div><div><div>Experience</div>
</div><div><div>
2 years of experience in Insurance / Financial sector
</div></div></div><div><div><div>Education</div>
</div><div><div>
Graduate of any discipline</div></div></div></div></div>

Relationship Manager - Key Partnership Group

<div><div><div><div><div>Role Summary</div>
</div><div><div>
In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups &amp; primarily grow the business with profits, Channel Management &ndash;Agents.</div>
<ul><li>Manage the daily activity of producers to ensure strong pipeline.</li>
<li>Coach and guide to cross sell and grow the business</li>
<li>Make individual agents grow at least 20% for every year</li>
<li>Ensuring IRDA compliance regarding licensing and commission payments of agents</li>
<li>Responsible for ensuring quality of applications</li>
<li>Support/guide the producers in all activities related to policy services</li>
<li>Train agents on products, process and USP&rsquo;s of Co.
</li></ul></div></div><div><div><div>Key Accountabilities/ Responsibilities</div>
</div><div><div>
<ul><li><div>Responsible for Achieving overall Gross Written Premium</div>
</li></ul><ul><li><div>Responsible for sustainable Profitability</div>
</li></ul><ul><li><div>To maintain the Hygiene</div>
</li></ul><ul><li><div>Recruitment and retentio of agengts</div>
</li></ul><ul><li><div>Responsible for Activation</div>
</li></ul></div></div></div><div><div><div>Stakeholder interfaces</div>
</div><div><div>
Internal Stakeholders</div>
<ul><li>Operations (BOPs&amp; COPs) &ndash; for the issuance of policies
</li><li>Underwriter &ndash; for analyzing the risk factor</li>
<li>Finance Team &ndash; Taxations handling</li>
<li>Human Resources &ndash; to share foresights into the business and build the talent pool accordingly</li>
<li>Training Team &ndash; for train the employees</li>
<li>NSM/RSM/ASM &ndash; for some suggestions</li>
</ul>
<div>External Stakeholders</div>
<ul><li>Agents
</li><li>Broker
</li></ul></div></div><div><div><div>Experience</div>
</div><div><ul><li>1-2 years of experience in insurance
</li><li>At least 3 to 4 years of experience of leading a company/ business line in Retail Sales.</li>
</ul></div></div><div><div><div>Education</div>
</div><div><ul><li>Any Graduation</li></ul></div></div></div></div>

Channel Sales Manager - Agency Health

<div><div><div><div><div>Role Summary</div>
</div><div><div>
In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups&amp; primarily grow the business with profits, Channel Management &ndash; Managing Banks, NBFCs and other Micro Finance companies.</div>
<div>Also liaising with Operations &amp; Product tower, Process Excellence group, Claims,Finance,legal, Business Intelligence, marketing &amp; Human Resource teams for the process. Ensuring that we deliver best of our services to client as well as to banks.
</div></div></div><div><div><div>Key Accountabilities/ Responsibilities</div>
</div><div><div>
Responsible for Achieving overall Gross Written Premium</div>
<ul><li>Team Management.</li>
<li>Channel Relationship.</li>
<li>Visit Branches</li>
<li>Conduct Meetings</li>
<li>Regular training of Bank employees regarding TAGIC Products.</li>
</ul>
<div>To maintain Renewal of Business</div>
<ul><li>Timely follow up with the clients.</li>
<li>Tracking religiously in first week of every month.</li>
<li>Driving Bank for retention first</li>
</ul>
<div>&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;To maintain the Hygiene</div>
<ul><li>Proper QC and issuance of premium collected.</li>
<li>Proactive in handling claims.</li>
</ul>
<div>&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;&Atilde;&cent;&Acirc;&#128;&Acirc;&#139;Responsible for getting new Business.</div>
<ul><li>New LOBs, New product customized for Banking products.</li>
</ul></div></div><div><div><div>Stakeholder interfaces</div>
</div><div><div>
Internal clients</div>
<ul><li>Operations (BOPs&amp; COPs) &ndash; for the issuance ,endorsement, Banking operations etc.</li>
<li>Under writing Team &ndash; for Quotations
</li><li>Human Resources &ndash; to know queries regarding the talent pool accordingly</li>
<li>Claims Team &ndash; Regularly for the claim settlements</li>
</ul>
<div>External clients</div>
<ul><li>Banks and NBFCs</li>
<li>End customers
</li></ul></div></div><div><div><div>Experience</div></div></div><div></div><div><div><div><br>
Education</div></div></div></div></div><div></div>

<div><div><div><div><div>Role Summary</div>
</div><div><ul><li>Ensure the achievement of business for the organization.</li>
<li>Development of Agency Channel in all LOB&rsquo;s.</li>
<li>Developing all Agency LOB&rsquo;s like GWP, Health, IPA, CL to new benchmarks &amp; keeping the COR paramount with ensuring hygiene business practice.</li>
<li>Responsible for driving recruitment &amp; activation with support of campaigns, several engagements.</li>
<li>Incumbent is responsible to maintain &amp; enhance service levels provided to the clients thus ensuring sustenance of the existing business.</li>
<li>Driving team to achieve the KPI parameters by identify the area of improvement &amp; enhancing business opportunity for the team.</li>
<li>Role incumbent is also responsible for explorations &amp; identification of new business by networking.</li>
<li>Dedicated for driving the market as per our desire by motivating the agents by organizing monthly meets, engagement activities, training programs, knowledge sharing &amp; upgrading, awards &amp; rewards, feedback programs to ensure organizational goal.</li>
</ul></div></div><div><div><div>Key Accountabilities/ Responsibilities</div>
</div><div><div>
Agency GPW</div>
<ul><li>Strategic approach in respective LOB with shear focus in ensuring desire business output.
</li><li>Creating pathway / approach line for team to hitting the desire business
</li></ul><div>Health &amp; IPA GPW</div>
<ul><li>Organizing structure training program by team for new agents or existing agents for knowledge upbringing.
</li><li>Daily activity meets with new and existing agents</li>
<li>Hunting for new breakthrough for desire business and arrange turning point and bring them onboard.</li>
</ul>
<div>Recruitment
</div><div>Guiding &amp; designing pathway for team to onboard high potential agents</div></div></div><div><div><div>
Stakeholder interfaces</div>
</div></div><div></div><div><div><div>Experience</div>
</div><div><div>
 7 Years of experience</div></div></div><div><div><div>
Education</div>
</div><div><div>
Graduate or Post-Graduate</div></div></div></div></div>

Channel Sales Manager - HOM

<div><div><div><div><div>Role Summary</div>
</div><div><div><ul><li>Business Mix of Commercial and Consumer Lines</li></ul>
<ul><li>GPW/Non Motor GPW growth</li></ul>
<ul><li>Maintaining Hygiene &ndash; Cheque Bounce &amp; Receivables</li></ul>
<ul><li>Retention</li></ul>
<ul><li>Recruitment</li></ul>
<ul><li>Activation</li></ul>
<ul><li>Manage the daily activity of producers to ensure strong pipeline.</li></ul>
<ul><li>Coach &amp; guide agents to cross sell and grow their business</li></ul>
<ul><li>Make individual agents grow Year On Year
</li></ul><ul><li>Ensuring IRDA compliance regarding licensing &amp; commission payments to agents</li></ul>
<ul><li>Responsible for ensuring quality of applications</li></ul>
<ul><li>Support/guide the producer in all activities related policy services</li></ul>
<ul><li>To recruit and appoint agents for Gen Ins business</li></ul>
<ul><li>Train agents on products, process and USP&rsquo;s of Co.</li></ul>
</div></div></div><div><div><div>Key Accountabilities/ Responsibilities</div>
</div><div><div>
To achieve the overall budget assigned for the fiscal</div>
<ul><li><b>Multi line budget achievement</b></li>
</ul>
<div>Achieve 100% of Budget- periodically and annually.</div>
<div>Service Excellence</div>
<div><b>Goal 1: Service excellence standards to be met
</b></div><div><b>Measure 1: Issuance of policies within 7 days
</b></div><div><b>Measure 2: Refunds within 10 days Measure 3: Quotes 48 hours within branch authority</b></div><br>
<div></div>
<div><b>Goal 2: Ensuring &amp; monitoring claim settlements with agreed TAT
</b></div><div><b>Measure 1: Within 7 days of receipt of all documentation</b></div><br>
<div></div>
</div></div><div></div><div><div><div>Stakeholder interfaces</div>
</div></div><div></div><div><div><div>Experience</div>
</div><div><div>
Total 3-6 years of experience
</div><div>Preferably general insurance industry. This will vary with size and volume of office.</div></div></div><div><div><div>
Education</div>
</div><div><div>
Graduation , Any Professional degree</div>
<div>Insurance certification &ndash;Associate level ( Desirable)</div></div></div></div></div>

Join Tata Aia Life and explore 6   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Tata Aia Life

ABOUT_COMPANY

Relationship Manager - Key Partnership Group

Channel Sales Manager - Agency Health

Relationship Manager - Key Partnership Group

Channel Sales Manager - HOM

Channel Sales Manager - HOM

Channel Sales Manager - Agency Health