Key Account Manager - Central Bank Branch Banking

Key Account Manager - Central Bank Branch Banking

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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

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