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NaukriPosted on 2026-05-22
Tata AIA Life Insurance Logo

Key Account Manager - Broca Wealth Partner

Tata AIA Life Insurance

ChennaiFull time3-5 yearsNot disclosed

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20+Important JD
Keywords
possaleRetailTrainingUnderwritingsale supportunderwritinginsurance sale + 12 more

Job Description

Position Overview
Position Title
Key Account Manager - Broca Wealth Partner
Department
Broca and Key Accounts
Level/ Band
Assistant Manager/Senior Executive
Role Summary :
We are looking for a dynamic and result-oriented professional to manage Broker and Corporate Agency partnerships for driving Life Insurance business. The role involves developing strong partner relationships, increasing wallet share, driving profitable business growth, conducting training sessions, and supporting partners through joint sales calls and fieldwork.
Key Responsibilities
  • Manage and develop relationships with multiple Wealth Broker and Corporate Agency partners to generate Life Insurance business.
  • Drive business growth by increasing wallet share across assigned partners and ensuring consistent engagement.
  • Focus on generating profitable business with quality submissions and strong persistency.
  • Focus on
    • Affluent / emerging HNI customers
    • High-ticket retail opportunities
    • Long-term wealth and retirement solutions
    through broker and advisor ecosystems.
  • Conduct regular training and knowledge sessions for partner sales teams on products, sales processes, and market updates.
  • Provide on-ground sales support through joint fieldwork and customer meetings to improve conversion and productivity.
  • Ensure timely resolution of partner queries and maintain strong service standards.
  • Monitor business performance, pipeline management, and achievement of assigned targets.
  • Collaborate with internal teams for smooth policy issuance and operational support.
Key Focus Areas
  • Premium product positioning
  • Retail wealth creation propositions
  • Pension and investment-oriented solutions
  • Deepening customer and partner engagement
Organizational Relationships
Reports To
Associate Vice President
Supervises
Individual Performer
Job Dimensions
Geographic Area Covered
Respective Zone
Stakeholders Internal
Underwriting, Training, POS, Operations Team
Stakeholders External
Assigned Broca Partners
  1. Key Result Areas
Key_Result_Areas_Title
Key_Resulta_Areas_ Responsibilities
ANP Achievement
Target V Achievement
Focus Product Achievement
Target V Achievement
Issuance by Submission
Target V Achievement
Persistency
Target V Achievement
  1. Skills Required
Technical
Good understanding of Life Insurance products and sales processes.
Behavioral
Essential
Desired
Skills_Required_Name_ of_behavioural_Skil
Skills_Required_Essential_YesNo
No Skills_Required_Desired_YesNo
- Channel Management
Yes
- Relationship Management
Yes
- Life Insurance Sales
Yes
- Business Development
Yes
- Training & Coaching
Yes
- Joint Field Work
Yes
- Partner Engagement
Yes
  1. Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate
Experience
3-5 years


Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

About The Company

Tata AIA Life Insurance

Tata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata’s preeminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.

Company Size10000+
Founded2001 (23 yrs old)
IndustryInsurance

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