Workstation Specialist

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 . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A. Position Overview

Position Title

Workstation Specialist - VRM - IDFC First Bank

Department

IDFC First Bank Channel

Level/ Band

Assistant Manager/301

Role Summary :

The Job holder will need to engage with internal sales team along with the Channel Partner to exhibit leadership to drive Insurance Sales through a combination of coaching, training, field sales support and business development activities

B. Organizational Relationships

Reports To

VRM Workstation Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Pan India

Stakeholders Internal

Training, Channel marketing, Branch operations, Distribution operations, Product Management

Stakeholders External

IDFC First bank – Channel Partner

C. Key Result Areas

Strategic Business Development

·Delivery of a profitable & sustainable business model

·The role holder should have the ability to achieve goals, efficiently execute target plans aligned with choice priorities

·To execute key priorities, Implements and execute plans constantly to track progress to accomplish desired goals.

·To be able to multitask and balance competing priorities effectively, understands the value of time and is able to get more done in less time than others, is able to do significant value addition in driving organization goals

Sales & Compliance Management

·To achieve channel targets: Achieve Premium targets as per rolled out channel plan

·To achieve VRM Activation Targets:

·To create healthy pool of lead generation across VRM Teams

·Ability to set high standards for self. Continuously improving own performance and meet or exceed objectives

·Provide support to VRM at a ground level, Make joint field calls to achieve targets

·Do timely submission, pendency resolution and Issuance

·Focus on lead generation and sales

·Should have knowledge of product, industry norms, financial markets, regulatory norms, channels, emerging trends, new developments

·Should be able to apply the knowledge to enhance business prospects, understand problems and provide proactive solutions basis his specialized knowledge

·Should be process & product champion

·Ensures adherence to policies and procedures follow compliance

·Maintain and observe Company’s internal control standards, implement and observe the Company’s Complia