Key Account Manager - Central Bank Branch Banking

Key Account Manager - Central Bank Branch Banking

08 Oct
|
TATA AIA LIFE INSURANCE
|
Coimbatore

08 Oct

TATA AIA LIFE INSURANCE

Coimbatore

>
> JOB DESCRIPTION
>
> A. Position Overview
>
> Position Title
>
> Key Account Manager
>
> Department
>
> IDFC First
>
> Level/ Band
>
> Executive - 204
>
> Role Summary :
>
> -Visit partner branches and interact with Bank branch managers
>
> -Ensure sales targets assigned are met on every parameter
>
> -Interact with customers to explain the products and solutions
>
> -Help branches mapped to her/him help achieve insurance sales targets
>
> B. Organizational Relationships
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> Reports To
>
> Cluster Manager
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> Supervises
>
> NA
>
> C. Job Dimensions
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> Geographic Area Covered
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> Branches
>
> Stakeholders Internal
>
> Supervisors, Ops, Underwriting, Legal
>
> External
>






> IDFC First Bank – Channel Partner
>
> D. Key Result Areas
>
> Partner and Client Management
>
> ·Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)
>
> ·Interact with the Bank branch teams and customers to explain the products and promote the brand
>
> ·Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.
>
> ·Drive local contests and engagements to engage teams
>
> ·Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
>
> ·Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
>
> ·Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
>






> ·Aid the bank branches to adopt new processes and technology
>
> Ensure sales targets assigned are met on every parameter
>
> ·Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
>
> ·Align partner to ensure both teams are working towards the same goal
>
> Customer service
>
> ·Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.
>
> Risk Management
>
> ‘Own-up’ the risk of the function by developing a risk aware culture throughparticipationinmeasurement,analysisandmitigationofrisksassociatedwiththerespectivefunction.Thisincludesdevelopmentofriskresponseprocesses,participation in contingency and business continuity programs and reporting ofemerging risks with potential impacts.Also respond to risks highlighted byemployees through formal / informal mechanisms and advice on various riskmanagement issues within the organization and provide feedback.Participate inimplementingriskmitigationplanthroughoptimumresourceallocation,monitoringandreportingonstatus.
>
> E Skills Required
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> Technical
>
> ·Good product knowledge
>
> ·Working knowledge of MS Office
>
> Behavioral
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> Essential
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> Desired
>
> Interpersonal skills
>
> ·
>
> Communication skills
>
> ·
>
> Creative thinking skills
>
> ·
>
> Supervising / Leadership skills
>
> ·
>
> Teamwork Skills
>
> ·
>
> Influencing skills
>
> ·
>
> Relationship Building skills

▶️ Key Account Manager - Central Bank Branch Banking
🖊️ TATA AIA LIFE INSURANCE
📍 Coimbatore

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Key Account Manager - Central Bank Branch Banking

Key Account Manager - Central Bank Branch Banking

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