08 Oct
TATA AIA LIFE INSURANCE
Lucknow
>
> JOBDESCRIPTION
>
> A Position Overview
>
> Position Title
>
> Key Account Manager
>
> Department
>
> Yes Bank Branch Banking
>
> Level/ Band
>
> Executive/209
>
> Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations
>
> B OrganizationalRelationships
>
> Reports To
>
> Regional Manager
>
> Supervises
>
> NA
>
> C JobDimensions
>
> Geographic Area Covered
>
> Branches / Cluster
>
> Internal Stakeholders
>
> Training
>
> Branch Operations
>
> Distribution Operations
>
> External
>
> Channel Partner
>
> D Key ResultAreas
>
> Organization Process
>
> Key Contributions
>
> Sales
>
> ·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
>
> ·Working jointly with the Branch Manager on Business Implementation plan
>
> ·Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
>
> ·Tapping the right database of the branch and ensure authentic documentation
>
> ·Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
>
> ·Prospect and meet customers within and outside the Branch as when required
>
> ·To develop, agree and implement short term and long term plans to achieve sales targets
>
> ·To achieve branch RM activation targets
>
> ·Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
>
> ·Seek commitment from the partner towards achievement of business objective
>
> Relationship Management
>
> ·Managing the relationship between internal team and channel partner so as to
>
> Foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner
>
> ·Provide all possible support to the channel partner as a face of parent company
>
> ·Effectively execute all Marketing activities as per Partners requirement
>
> ·Ensuring timely issuance of policies with resolving all pending etc.
>
> ·Adhere to the customer touch-point engagement in order to service his portfolio of customers
>
> ·To maintain the desired persistency ratio
>
> ·Prompt post-sales service with respect to all domains
>
> ·Strategize and interact closely with the RM on business plan execution
>
> Ensure Compliance
>
> ·Ensure compliance to internal sales process & other compliance standards
>
> · Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
>
> MIS
>
> ·Adhering to the Training Road map.
>
> ·Providing timely reports to the Supervisor as per the requirement.
>
> ·Adhering to the TALIC code of conduct.
>
> E SkillsRequired
>
> Technical
>
> - Product/Subject matter expertise
> - Business perspective & planning
> - Finance / Insurance industry awareness
> - Self management
> - Problem solving skills
> - Peer level co-ordination and influencing skills
>
> Behavioral
>
> Essential
>
> Desired
>
> Interpersonal skills
>
> ·
>
> Communication skills
>
> ·
▶️ Key Account Manager - Yes Bank Branch Banking
🖊️ TATA AIA LIFE INSURANCE
📍 Lucknow