Insurance Sales Manager – NR & Exclusive – Tata AIA Life Insurance Company Ltd – Kolkata

Insurance Sales Manager - NR and Exclusive Jobs in Kolkata

Job Description
Role Summary

Provide support in Sales of Life Insurance business to IndusInd Bank NR & Exclusive customers in assigned locations. The NR & Exclusive channel of the Bank has high value, higher income category customers with evolved financial and investment needs

Organizational Relationships

Reports to :Territory Manager/ Area Manager

Job Dimensions

Geographic Area Covered :
NR & Exclusive Branches / Cluster

Key Result Areas


Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

Work jointly with the NR & Exclusive Manager on Business Implementation plan

Drive and motivate IndusInd Bank RM and provide support for logging in application sourced

Tap the right database of the branch and ensure authentic documentation

Build relationship with IndusInd Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively

Prospect and meet customers within and outside the Branch

Develop, agree and implement short term and long term plans to achieve sales targets

Achieve NR & Exclusive RM activation targets

Work collectively with IndusInd Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.

Seek commitment from the partner towards achievement of business objective

Relationship Management

Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements

Effectively execute all Marketing activities as per Partners requirement

Ensure timely issuance of policies while resolving all pending etc.

Adhere to the customer touch-point engagement in order to service his portfolio of customers

Maintain the desired persistency ratio

Prompt post-sales service with respect to all domains

Strategize and interact closely with IndusInd Bank RM on business plan execution

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards

Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team


Adhere to the Training Road map.

Provide timely reports to the Supervisor as per the requirement.

Adhere to Tata AIA Life code of conduct.

Salary: Not Disclosed by Recruiter
Industry: Insurance
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Life Insurance/Financial Services
Role: Sales/Business Development-Manager
Employment Type: Permanent Job, Full Time


Sales Management Marketing Relationship Management Territory Management Insurance Sales Sales Process Area Management Sales Operations Life Insurance Business Planning Insurance Sales Manager Sales

Desired Candidate Profile

Skills Required


Good Knowledge of MS Office / MS Excel

Ability to interact and conduct sales call with high value, higher income category leads which could include NR and Exclusive customers of the Bank. Banking, financial services industry, business perspective & planning exposure. Product/Subject matter expertise. Organizational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work


Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Decision making skills

Incumbent Characteristics

Organization Process – Essential – Desired

Qualification – Graduate -PG
Experience – 4 – 6 years in Sales (Insurance / Financial Service Background)
Doctorate – Doctorate Not Required

Company Profile

Tata AIA Life Insurance Company Ltd.
Tata AIA Life Insurance Company Ltd.