11 Oct
TATA AIA LIFE INSURANCE
Chennai
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>> A Position Overview
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>> Position Title
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>> Assistant Key Account Manager_Branch Banking
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>> Department
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>> Partnership Distribution
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>> Level/ Band
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>> Assistant Manager (304)
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>> Role Summary:
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>> - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
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>> B Organizational Relationships
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>> Reports To
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>> Area 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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>> Zone/ Cluster
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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
>> - · Working jointly with the Branch Manager on business implementation plan
>> - · Driving and motivating the branch staff along with Citi RM and providing support for logging in applications sourced
>> - · Tapping the right database of the branch and ensure authentic documentation
>> - · Build relationship with the Citi Relationship Manager 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
>> - · Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.
>> - · Monitor the sales momentum on sales staff and branch level.
Provide targeted coaching to uplift sales productivity
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>> Relationship Management
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>> - · Managing the relationship between internal team and channel partner so as to
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>> Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
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>> - · Coordinate and provide regular coaching support to bank’s frontline staff
>> - · 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
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>> Ensure Compliance
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>> - 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
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>> MIS
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>> - Adhering to the Training Road map.
>> - Providing timely reports to the Supervisor as per the requirement.
>> - Adhering to the TALIC code of conduct.
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>> Risk
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>> - Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
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>> E Skills Required
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>> Technical
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>> - Product/Subject matter expertise
>> - Business perspective & planning
>> - Finance / Insurance industry awareness
>> - Self management
>> - Problem solving skills
>> - Peer level co-ordination and influencing skills
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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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>> Communication skills
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>> Creative thinking skills
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>> Supervising/Leadership skills
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>> Teamwork Skills
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>> Influencing skills
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>> Relationship Building skills
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>> Decision making skills
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>> F Incumbent Characteristics
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>> Essential
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>> Desired
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>> Qualification
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>> Graduate/ PG
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>> Experience
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>> 5 - 7 years in Sales (Insurance Background)