17 Oct
TATA AIA LIFE INSURANCE
Coimbatore
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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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> Yes Bank Branch Banking
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> Level/ Band
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> Executive/209
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> Role Summary: 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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> Regional 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 / 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
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> · Working jointly with the Branch Manager on Business Implementation plan
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> · Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
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> · Tapping the right database of the branch and ensure authentic documentation
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> · Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
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> · Prospect and meet customers within and outside the Branch as when required
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> · To develop, agree and implement short term and long term plans to achieve sales targets
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> · To achieve branch RM activation targets
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> · Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
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> · Seek commitment from the partner towards achievement of business objective
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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 mmaintain utmost levels of responsiveness to requirements from the Channel Partner
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> · Provide all possible support to the channel partner as a face of parent company
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> · Effectively execute all Marketing activities as per Partners requirement
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> · Ensuring timely issuance of policies with resolving all pending etc.
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> · Adhere to the customer touch-point engagement in order to service his portfolio of customers
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> · To maintain the desired persistency ratio
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> · Prompt post-sales service with respect to all domains
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> · 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
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> · 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.
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> · Providing timely reports to the Supervisor as per the requirement.
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> · Adhering to the TALIC code of conduct.
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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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> ·
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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
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> ·
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> Decision making skills
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> ·
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> Language Skills
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> English, Local language
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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
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> Post Graduate
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> Experience
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> 1 - 3 years in Sales (Insurance / Financial Service Background)