Relationship Manager - Direct Sales Force (DSF)

About This Role

This Relationship Manager role focuses on direct sales within the life insurance sector, involving new customer acquisition, product presentations, and long-term relationship management. It suits a sales-driven individual with experience in financial services.

Responsibilities

• Acquire new customers through leads, references, natural market, and existing customer database
• Conduct need analysis, customer meetings, and product presentations
• Drive Life Insurance sales through a consultative and need-based selling approach
• Generate business through cross-selling and up-selling opportunities
• Build and manage long-term customer relationships
• Ensure policy issuance, customer servicing, and portfolio management
• Adhere to sales processes, compliance guidelines, and reporting requirements

Requirements

• Graduate in any discipline
• 0.6 to 2 years of experience in Sales, BFSI, Banking, Insurance, Financial Services, or Relationship Management
• Strong communication and interpersonal skills
• Customer-focused with a passion for sales
• Ability to build relationships and influence customers
• Positive attitude and ownership mindset

Benefits

• Direct company payroll
• Structured learning and development programs
• Transparent career growth opportunities
• Yearly career planning and progression framework
• Opportunity to build a long-term career in the Insurance and Financial Services industry

Important Details

• Experience: 0.6 to 2 Years
• Qualification: Graduate (Any Discipline)
• Reporting To: Sales Manager

Application Process

• Walk-in interview locations: 1st Floor, Himalaya House, K.G. Marg, New Delhi; 2nd Floor, Pacific Business Park, Kaushambi, Ghaziabad (Above Passport Office)
• Interview dates: 2nd September 2026 & 3rd September 2026
• Documents required: 2 copies of updated CV/Resume, valid ID proof

About the Company

Tata AIA Life Insurance is seeking to incorporate this role to support its direct sales force.