Join Tata AIA Life Insurance, aleading 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, our visionis to be the pre-eminent protection provider enabling dreams and inspiringhealthier, happier lives.
We foster a culture of innovation, inclusivity, andcontinuous 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, findyour 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
IDFC First Bank of India
Level/ Band
Executive
Role Summary :
- Visitpartner branches and interact with Bank branch managers
- Ensuresales targets assigned are met on every parameter
- Interactwith customers to explain the products and solutions
- Help branchesmapped to her/him help achieve insurance sales targets
B. Organizational Relationships
Reports To
Cluster Manager
Supervises
NA
C. Job Dimensions
Geographic Area Covered
Branches
Stakeholders Internal
Supervisors, Ops, Underwriting, Legal
Stakeholders External
IDFC First Bank - Channel Partner
D. Key Result Areas
Partner and Client Management
Exceeding branch level targets (NB, renewal, STP, digitization, 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 m aintain 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.
Align partner to ensure both teams are working towards the same goal
Customer service
Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.
E. Skills Required
Technical
Good product knowledge
Working knowledge of MS Office
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F. Incumbent Characteristics