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Tata AIA Life Insurance Company Ltd.
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Key Account Manager - Federal Bank

Key Account Manager - Federal Bank

Tata AIA Life Insurance Company Ltd.

1 - 5 years

4 Lacs

Surat

Posted:11 hours ago| Platform:

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Skills Required

Relationship management Insurance sales Interpersonal skills Sales operations Compliance MIS Relationship building Banking Sales process Subject matter expertise

Work Mode

Work from Office

Job Type

Full Time

Job Description

Executive/209

Role Summary:

B Organizational Relationships

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 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
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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