Ensuring timely issuance of policies by resolving pending etc.
Render service to all allocated customers
Adhere to the customer touch-point engagement in order to service his portfolio of customers.
Maintaining the desired persistency ratio
Update the LMS (Lead management System) on a daily basis.
Adhering to the Training Road map.
Providing timely reports to the Supervisor / Area manager as per the requirement.
Adhering to the TALIC code of conduct.
Company Name: Tata AIA Life Insurance
Position: Wealth Planning Officer
Education: Any Graduate
Experience: 0 – 4 Years
Location: Mumbai, Thane
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons and AIA Group Limited (AIA). Tata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asia life insurance group in the world spanning 15 markets in Asia Pacific. Tata Sons holds a majority stake (74%) in the company and AIA holds 26% through an AIA Group company. Tata AIA Life Insurance Company Limited was licensed to operate in India on February 12, 2001 and started operations on April 1, 2001.
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