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Tata AIA Life
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Key Account Manager - Federal Bank

Key Account Manager - Federal Bank

Tata AIA Life

1 - 3 years

0 Lacs

surat gujarat india

Posted:2 days ago| Platform: Foundit logo

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Skills Required

business perspective planning product subject matter expertise finance insurance industry awareness

Work Mode

On-site

Job Type

Full Time

Job Description

Role description

A Position Overview

Position Title	Key Account Manager
Department	Federal Bank
Level/ Band	Executive/209

Role Summary:

B Organizational Relationships

Reports To	Cluster sales 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)

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