Citicorp Finance (India) Limited

Bancassuarnce Tie -Up• With who ? • Tata AIA Life

• When ? • Jan20th, 2015

• Aim : • to enhance the value proposition to Citibank's customers.

• How ? customised products, unique technology support for sales and services, and Citibank's expert relationship managers

New Business Performance

PARTICULARSFOR THE MONTH Jan-17

UPTO THE MONTH Jan-17

FOR THE MONTH Jan-16

UPTO THE MONTH Jan-16

YTD Variation

in %

FOR THE MONTH Jan-17

UPTO THE MONTH Jan-17

FOR THE MONTH Jan-16

UPTO THE MONTH Jan-16

YTD Variation

in %

Individual Single Premium 0.34 3.43 0.31 8.75 -0.61% 15 112 21 291 -61.51%

Individual Non Single Premium 98.85 670.06 52.2 360.34 0.86% 16444 120979 15704 90768 33.28%

Group Single Premium 0 0.12 0.12 5.73 -0.98% 0 0 0 1 -100.00%

Group Non Single Premium 6.32 53.62 15.03 102.88 -0.48% 4 79 5 90 -12.22%

Grand Total 105.51 727.22 67.66 477.69 0.52% 16463 121170 15730 91150 32.93%

TATA AIA LIFE INSURANCE COMPANY LIMITED

Source: Life Insurance Council, January 2017**Premium in crores

Product Mix

grow and protect what truly matters.

cashless hospitalization coverage

Your retirement and child education needs.

Protection

Health & Accident

Child & retirement

The Potential of Bancassuarnce

The Fee income/ revenue

An extra product in

wealth managemen

t

Improves customer retention

rates

An increase in overall customer

base

Monitoring Performance

Sales force effectiveness

Straight-through –processing

Compliant

Role of Product Manager

To grow the insurance business

portfolio for the assigned

channel.

To drive the insurance strategy

Managing internal and

external customers

Revenue /Income

mechanism

Right Attitude

Highly focused sales demeanour

Can handle pressure cooker situations

Drive, passion and focus to over-deliver on expectations

Essential SkillsProficient in analytics and is driven by

digits

Ability to communicate effectively to

influence people

Ability to work across

boundaries

Sharp execution

focus

KnowledgeKnowledge on insurance products, financial markets and regulations a key determinant

Knowledge on banking would be preferred

Thank You for your attention