New Employee Orientation - Tata AIA

1 NEO. New Employee Orientation Objective Our objective is to shape a culture based on our Purpose, Vision, Mission, Values, Operating Philosophy & Leadership Essentials which will ensure that we continue to prosper. CONFIDENTIAL 2. Why | What | How Vision Mission Values To be the pre-eminent WHAT do we To provide the Consumer Obsession protection WHY provider do - need to dobest to and HOW do we go enabling dreams, we exist? simplest life WHY . make our and health a Passion for Excellence about doing this? inspiring healthier and insurance solutions reality?

2 People - our Core happier lives SERVING THE SOCIETY. 3. Our Operating Philosophy Foundation of our unique culture Doing the Right things in the Right Way with the Right People and the Results will come Right Thing: The things that will help us achieve our vision, and that will shape what we do at work each day. Right Way: The paths that we will take, that lead us to achieving our vision. Right People: The people that we want to travel with on TATA AIA's journey to achieve our vision..and the RESULTS will come CONFIDENTIAL 4. Leadership Essentials CONFIDENTIAL 5.

3 CLARITY. Forward Thinking Inspiring Leader Entrepreneur Embodies TATA AIA LI's Anticipates market purpose, vision and dynamics and customer brand promise needs Sets clear expectations Creates clarity in and communicates complexity compellingly Challenges the status Encourages and drives quo innovation CONFIDENTIAL 6. COURAGE. Collaborative Determined Business Challenger Driver Seeks and provides Makes risk-based constructive challenge decisions based on TATA. AIA LI Operating Mobilises and empowers Philosophy people across the business Takes ownership and demands accountability Builds and leverages networks Focuses on impact and delivers stretch targets CONFIDENTIAL 7.

4 HUMANITY. Caring Mentor Curious Learner Fosters trust and Strives for continuous inclusion improvement Coaches and develops Provides and asks for others honest feedback Creates opportunities for Seeks and integrates others to excel new experiences CONFIDENTIAL 8. Organisation Overview Origins & Partnership CONFIDENTIAL 9. Started Operations in April 2001. Joint venture company, formed by the TATA Sons and AIA Group Ltd. (AIA). 49% 51%. AIA TATA Sons 10. The Tata logo symbolises the trust that the group has earned through 150. years of service worldwide.

5 CONFIDENTIAL 11. CONFIDENTIAL 12. TATA Group - Reach 9,600,000. 7,200,000. 2,700,000. 1,500,000. 1,430,000. 500 million 1,300,000 customers in 1,060,000 Tata Ecosystem 800,000. 730,000. 500,000. 330,000. 250,000. 9,600. 13. AIA. USD Billion AIA Group Limited and its subsidiaries (collectively AIA . or the Group ) comprise the largest independent publicly listed pan-Asian life insurance group. CONFIDENTIAL 14. CONFIDENTIAL 15. CONFIDENTIAL 16. TATA Financial Services Cluster CONFIDENTIAL 17. TATA AIA. About the Organization CONFIDENTIAL 18.

6 Our Business Model Proprietary Channels Partnership Distribution 4 5. Bancassurance Broking partners 1. Exclusive Open Architecture Agency Partnerships Partnerships 2. Direct Sales Force 3. Tata Group Opportunity & 70+ Broking partners Corporate Solutions The Departments Corporate Direct Distribution Actuarial Agency Sales Business Distribution Excellence Distribution Finance & Human Internal Audit Investments Training Accounts Resources Legal and Partnership Proprietary Marketing Operations Compliance Distribution Channel Risk Real Estate & Rural & Micro Strategic Management Systems Infrastructure Insurance Initiatives Office CONFIDENTIAL 20.

7 The Operations Team Business Business Control Distribution Digital Support Conservation Solutions Group Assurance Operations Operations Operations Operations Operations Operations POS. Corporate Customer Claims Issuance Technical Business Service Operations Operations Premier Process Zonal Vendor Risk Control Unit Underwriting Unit Operations Management CONFIDENTIAL 21. Mandatory Certifications 1. NEO Online 2. Anti Money Laundering Certification 3. Code of Conduct Certification 4. Information Security Certification 5. Products CONFIDENTIAL 22.

8 Learning & Development CONFIDENTIAL 23. Executive Education Notes: 1. 6 Months, weekend course. 100+ active enquiries 2. Current Model offers a reimbursement of 50% courses fee after 1 year and remaining 50% after 2 years. * Slides from April MBR. Learning & Development Strategy 1. AIA Leadership Center programs for EXCO & SVP's 10. Leadership programs 2. iLead & Change Quest Simulation based for OPR incumbents programs for AVPs & VP's on Building and Managing Relationships, Influencing & Leadership 9. Gyankosh for Executive 3. INSPIRE New People Manager capability Education from premier institutes building programs on Building and Managing Relationships, People Management etc.

9 8. Functional training programs for 4. INSPIRE Blended Learning plans Innovation departments on Project through GuruCool on Technology Management, Data Analytics etc. Enablement, Dealing with Ambiguity, Attention 7. HR Fitness Capability Building to details & Solution Orientation Programmes for HR from AIA & Bersin 5. ASPIRE . 6. ASPIRE New Individual Performer capability building Blended Learning plans through program on Business Acumen, Customer Focus, GuruCool on Process Orientation Drive for Results Building and Managing & Effective Communication.

10 Relationships etc. * Slides from April MBR. Summary of L&D Programs for 2019-20. Mode Programme Competency's Addressed Eligibility Duration Drive for Results AVP's VP's (Non OPR). iLead Simulation People Management / Development Classroom 4 Hours People Managers Building and Managing Relationships Influencing AVP's VP's (Non OPR) Classroom 4 Hours ChangeQuest Simulation Building and Managing Relationships Individual Performers Decision Making and Problem Solving Managers & Senior Managers INSPIRE Achieving Your People Management / Development Classroom 8 Hours Leadership Potential (AYLP) Building and Managing Relationships People Managers Drive for Results INSPIRE Accelerated Leadership Asst.