12 Oct
TATA AIA LIFE INSURANCE
Chennai
A Position Overview
Position Title
Assistant Key Account Manager_Branch Banking
Department
Partnership Distribution
Level/ Band
Assistant Manager (304)
Role Summary:
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
Area Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
- · 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
Relationship Management
- · 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
- · 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
Ensure Compliance
- 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
MIS
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement.
- Adhering to the TALIC code of conduct.
Risk
- 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.
E Skills Required
Technical
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate/ PG
Experience
5 - 7 years in Sales (Insurance Background)
▶️ Assistant Key Account Manager - Axis Bank Alternate Channel BB
🖊️ TATA AIA LIFE INSURANCE
📍 Chennai