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Tata AIA Life Insurance Company Ltd.
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Corporate Account Manager

Corporate Account Manager

Tata AIA Life Insurance Company Ltd.

1 - 3 years

12 - 13 Lacs

srinagar kolkata bengaluru

Posted:None| Platform:

Apply

Skills Required

relationship management insurance sales sales operations compliance branch banking mis relationship building banking sales process subject matter expertise

Work Mode

Work from Office

Job Type

Full Time

Job Description

A Position Overview

Position Title

Corporate Account Manager HDFC Bank Branch Banking

Department

HDFC Bank - Branch Banking

Level/ Band

Executive/201

Role Summary

:

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.

B Organizational Relationships

Reports To

Territory Sales Manager

Supervises

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

Drive wallet Share in the allocated bank branches with focus product mix. 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 m maintain 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)

Age

Below or 30 years

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Tata AIA Life Insurance Company Ltd.

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Corporate Account Manager

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

A Position Overview

Position Title

Department

Level/ Band

Role Summary

:

B Organizational Relationships

Reports To

Supervises

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

External

D Key Result Areas

Organization Process

Key Contributions

Sales

Relationship Management

Ensure Compliance

MIS

E Skills Required

Technical

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

Experience

Age

More Jobs at Tata AIA Life Insurance Company Ltd.