Key Account Manager - Central Bank of India

Role Summary

- Visit partner branches and interact with Bank branch managers

- Ensure sales targets assigned are met on every parameter

- Interact with customers to explain the products and solutions

- Help branches mapped to her/him help achieve insurance sales targets

Partner and Client Management

• Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)
• Interact with the Bank branch teams and customers to explain the products and promote the brand
• Sales and support to all branches assigned complete documentation, medicals, close pending documentation.
• Drive local contests and engagements to engage teams
• Keep track of all contests and initiatives launched bank, other insurers and Tata AIA Life
• Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
• 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
• Aid the bank branches to adopt new processes and technology

Ensure sales targets assigned are met on every parameter

• Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
• Allign partner to ensure both teams are working towards the same goal

Customer service

• Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.