3 - 5 years
5 - 7 Lacs
Posted:7 hours ago|
Platform:
Work from Office
Full Time
Join Tata AIA Life Insurance, a
leading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tatasesteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, ourvision is to be the pre-eminent protection provider enabling dreams andinspiring healthier, happier lives.
We foster a culture of innovation, inclusivity, and
continuous learning, offering dynamic career growth opportunities and asupportive work environment. Recognized as a "Great Place to Work"and recipient of the Kincentric Best Employer Award, we are committed toemployee satisfaction and holistic well-being. Our core value, "People -Our Core," emphasizes our dedication to inspiring our employees to be anddeliver their very best. Our aim is to attract, hire and develop highlycapable leaders who are just, fair, ethical, and accountable for their actions.We strive to provide our employees with the right training, technology,equipment, resources, and guidance to perform their job effectively. Ourpromise to you is to provide for a diverse, equitable, and inclusive workenvironment, where each employee is valued as an individual and treated withrespect, care, and compassion.
Fuel your future with us, find
your wings, and S.O.A.R. Shape opportunities, Optimize your potential,Accomplish meaningful work, and Reap holistic growth.
A.
Position Overview
Position Title
Key Account Manager
Department
Federal Bank of India
Level/ Band
Executive
Role Summary :
Provide support in Sales of Life
Insurance business through bank customers at bank branches across assignedlocations
- 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
B.
Organizational Relationships
Reports To
Cluster Sales Manager
Supervises
NA
Job Dimensions
Geographic Area Covered
Branches
Stakeholders Internal
Supervisors,
Training, Branch & Distribution Ops
Stakeholders External
Federal
Bank Channel Partner
C.
Key Result Areas
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 to foster sales for the company and 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 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.
D.
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
Tata AIA Life Insurance Company Ltd.
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