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Tata AIA Life
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Assistant Key Account Manager - Axis Bank Alternate Channel BB

Assistant Key Account Manager - Axis Bank Alternate Channel BB

Tata AIA Life

5 - 7 years

0 Lacs

delhi delhi india

Posted:1 week ago| Platform: Foundit logo

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Skills Required

business perspective planning problem solving skills self management product subject matter expertise finance insurance industry awareness peer level co-ordination and influencing skills

Work Mode

On-site

Job Type

Full Time

Job Description

Role description

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)

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