Tata AIA Life Insurance
Website:
tataaia.com
Job details:
Company Description TATA AIA Life Insurance is a well-known life insurance provider in India, offering a range of protection and savings solutions for individuals and families. This role is associated with an independent insurance advisory page that is not formally affiliated with Tata AIA or any insurer, but focuses on guiding clients on suitable Tata AIA Life Insurance products. The advisory page aims to help customers understand policy features, compare options, and make informed decisions about their financial protection. Team members work to maintain high standards of professional conduct, transparency, and customer-centric service in every interaction.
Role Description The Agency Business Associates role is a hybrid position based in Srinagar, with a combination of on-site client meetings and some work-from-home activities. Day-to-day responsibilities include identifying prospective clients, explaining suitable Tata AIA Life Insurance product options, and supporting them through the policy selection and application process. The role involves maintaining regular contact with clients, responding to inquiries, providing post-sale support, and ensuring that customers understand their coverage and premium obligations. Agency Business Associates also track business performance, prepare basic reports, and collaborate with team members to meet sales and service goals while adhering to regulatory and ethical guidelines.
Qualifications
- Candidates should possess strong Analytical Skills to understand client needs, evaluate product options, and interpret basic financial data.
- Candidates should possess foundational Finance and Business skills to discuss life insurance solutions, savings plans, and long-term financial goals confidently.
- Candidates should possess excellent Communication skills to explain complex information clearly, build trust, and maintain professional relationships.
- Candidates should possess solid Customer Service skills to handle queries, resolve concerns promptly, and deliver a consistent, client-focused experience.
- Relevant experience in insurance, banking, or financial services is beneficial, along with familiarity with life insurance products.
- A minimum of a high school diploma is required; a bachelor’s degree in business, finance, or a related field is preferred.
- Ability to work in a hybrid environment in Srinagar, manage time effectively, and use basic digital tools (email, spreadsheets, CRM systems) is expected.
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