“Tata AIA Life Insurance Company Ltd” | ‘Direct Sales’ | Walkin On 18th Dec and 19th Dec @ Delhi/NCR

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Tata AIA Life Insurance Company Ltd.


Any Graduate


1,00,000 – 2,50,000 P.A.


1 to 6 yrs.

1,00,000 – 2,50,000 P.A.

No of Openings


Work Location


Department :            Direct sales

Job Designation:     Wealth Planning Officer

Job Location:            Delhi (CP & Dwarka)

Job Responsibility:

  • Achieve the Productivity & FYP Targets.
  • Acquire New Customer through following:
  • Natural market
  • References
  • Up- sell & Cross Sell the Orphan Base of Customers allocated.
  • 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.
  • Implement and adhere to Need Based Selling Model.
  • Adhere to Activity management framework advised
  • Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
  • 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.

Desired Skills:

  • Minimum qualification- Graduate, Post graduate would be added advantage.
  • Minimum 1-2 yrs of experience in sales
  • Sound knowledge and understanding on Insurance Products
  • Should be high on interpersonal and influencing skills
  • Should posses objection handling skill
  • Peer level co-ordination and influencing skills


  • Time             :  Between 11am- 4pm
  • Venue          :   Tata AIA Life Insurance Co. Ltd. M-4, Mezzanine Floor, 18 Barakhamba Road Kanchenjunga Building, CP


  • Telephone   :   011-66662992
  • E-mail           :    mailto:shilpi.narang@tataaia.com
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