11 Oct
TATA AIA LIFE INSURANCE
Kolkata
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> JOB DESCRIPTION
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> A. Position Overview
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> Position Title
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> Key Account Manager
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> Department
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> IDFC First
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> Level/ Band
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> Executive - 204
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> Role Summary :
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> -Visit partner branches and interact with Bank branch managers
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> -Ensure sales targets assigned are met on every parameter
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> -Interact with customers to explain the products and solutions
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> -Help branches mapped to her/him help achieve insurance sales targets
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> B. Organizational Relationships
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> Reports To
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> Cluster Manager
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> Supervises
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> NA
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> C. Job Dimensions
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> Geographic Area Covered
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> Branches
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> Stakeholders Internal
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> Supervisors, Ops, Underwriting, Legal
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> External
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> IDFC First Bank – Channel Partner
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> D. Key Result Areas
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> Partner and Client Management
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> ·Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)
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> ·Interact with the Bank branch teams and customers to explain the products and promote the brand
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> ·Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.
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> ·Drive local contests and engagements to engage teams
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> ·Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
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> ·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
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> ·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
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> ·Aid the bank branches to adopt new processes and technology
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> Ensure sales targets assigned are met on every parameter
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> ·Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
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> ·Align partner to ensure both teams are working towards the same goal
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> Customer service
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> ·Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.
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> Risk Management
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> ‘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.
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> E Skills Required
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> Technical
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> ·Good product knowledge
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> ·Working knowledge of MS Office
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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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> ·
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> Relationship Building skills