08 Oct
TATA AIA LIFE INSURANCE
Panaji
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> Job Description
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> A Position Overview
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> Position Title
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> Insurance Sales Manager – Pioneer & Exclusive/VEM (AKAM – IBL Pioneer & Exclusive/VEM)
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> Role Summary:
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> Provide support in Sales of Life Insurancebusiness to IndusInd Bank Pioneer & Exclusive/ VEM customers in assigned locations.The Pioneer & Exclusive channel of the Bank has high value, higher income category customers withevolved financial and investment needs.
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> B OrganizationalRelationships
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> Reports To
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> Territory Manager/Area Manager
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> C Job Dimensions
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> Geographic Area Covered
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> Pioneer & Exclusive Branches / Cluster / VEM Centres
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> Internal Stakeholders
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> Training
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> Branch Operations
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> Distribution Operations
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> External
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> Channel Partner
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> D Key Result Areas
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> Organization Process
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> Key Contributions
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> Sales
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> ·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/VEM Centre
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> ·Work jointly with the Pioneer & Exclusive Manager/VEM Executives on Business Implementation plan
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> ·Drive and motivate IndusInd Bank RM and provide support for logging in application sourced
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> ·Tap the right database of the branch and ensure authentic documentation
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> ·Build relationship with IndusInd Bank Sales/operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
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> ·Prospect and meet customers within and outside the Branch
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> ·Develop, agree and implement short term and long term plans to achieve sales targets
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> ·Achieve Pioneer & Exclusive RM activation targets
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> ·Work collectively with IndusInd Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
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> ·Seek commitment from the partner towards achievement of business objective
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> Relationship Management
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> ·Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements
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> ·Effectively execute all Marketing activities as per Partners requirement
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> ·Ensure timely issuance of policies while resolving all pending etc.
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> ·Adhere to the customer touch-point engagement in order to service his portfolio of customers
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> ·Maintain the desired persistency ratio
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> ·Prompt post-sales service with respect to all domains
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> ·Strategize and interact closely with IndusInd Bank RM on business plan execution
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> Ensure Compliance
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> ·Ensure compliance to internal sales process & other compliance standards
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> ·Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team
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> MIS
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> ·Adhere to the Training Road map.
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> ·Provide timely reports to the Supervisor as per the requirement.
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> ·Adhere to Tata AIA Life code of conduct.
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> E SkillsRequired
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> Technical
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> - Ability to interact and conduct sales call with high value, higher income category leads which could include Pioneer and Exclusive customers of the Bank
> - Banking, financial services industry,
business perspective & planning exposure
> - Product/Subject matter expertise
> - Organisational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work
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> Behavioral
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> Essential
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> Desired
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> Interpersonal skills
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> ·
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> Communication skills
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> ·
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> Creative thinking skills
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> ·
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> Supervising/Leadership skills
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> ·
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> Teamwork Skills
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> ·
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> Influencing skills
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> ·