15 Oct
TATA AIA LIFE INSURANCE
Coimbatore
JOB DESCRIPTION
A Position Overview
Position Title
Key Account Manager
Department
Yes Bank Branch Banking
Level/ Band
Executive/209
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
Regional Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
Branches / 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 Bank RM and providing support for logging in applications sourced
· Tapping the right database of the branch and ensure authentic documentation
· Build relationship with the Bank Sales/ operations team 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
· To achieve branch RM activation targets
· Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
· Seek commitment from the partner towards achievement of business objective
Relationship Management
· Managing the relationship between internal team and channel partner so as to
Foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner
· Provide all possible support to the channel partner as a face of parent company
· 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.
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
·
Language Skills
English, Local language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate
Experience
1 - 3 years in Sales (Insurance / Financial Service Background)