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Posted 09 July, 2026

Relationship Manager - Broking and Corporate Agency

Tata AIA Life Insurance
Kolkata, WB, IN Full Time
Reference: 805061cb910ee4f9

Job Description

JOB DESCRIPTION

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  • Position Overview
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    Position Title

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    Relationship Manager - Broking C Corporate Agency

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    Department

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    Broca Retail Accounts

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    Level/ Band

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    Executives -204

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    Role Summary:

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  • Strong track record of success for sales and account management
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  • Excellent interpersonal and communication skills
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  • Managing and developing retail broking partnerships to create value and business of LI
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  • Maintain long term relationships with retail partnerships.
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  • Organizational Relationships
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    Reports To

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    Manager/Sr. Manager / Asst. Vice President

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    Supervises

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    Individual contributor

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  • Job Dimensions
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    Geographic Area

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    Covered

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    As per Location assigned

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    Internal Stakeholders

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    Sales Distribution teams, Product, CPC, OPS

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    External

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    Broking Partners Mapped

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  • Key Result Areas
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    Organization

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    Process

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    Key Contributions

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    Sales

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  • Sales targets as per plans
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  • Persistency as per plan
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    Relationship

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    Management

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  • Zero escalations and partnership mindshare
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    Ensure Compliance

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  • 100% compliance to Internal processes and polices
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    MIS

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  • Business reports
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  • Skills Required
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    Technical

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    Good communication skills, XL and PPT

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    Behavioral

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    Excellent interpersonal skills

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    Essential

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    Desired

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    Interpersonal skills

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    Yes

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    Communication skills

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    Yes

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    Creative thinking skills

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    Yes

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    Supervising/Leadership

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    skills

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    NO

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    Teamwork Skills

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    Yes

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    Influencing skills

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    Yes

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    Relationship Building skills

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    Yes

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    Decision making skills

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    Yes

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    Interpersonal skills

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    Yes

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  • Incumbent Characteristics
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    Essential

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    Desired

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    Qualification

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    Graduate

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    MBA

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    Experience

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    2-4 years in partnership

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    management

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    3 years in sales/PM

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    Age

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    25 years

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    25 to 30 years

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