Senior relation ship manager

Job Description

JOB DESCRIPTION A Position Overview Key Account Manager Position Title Axis Bank Branch Banking Executive Department Level/ Band Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Cluster Manager NA Reports To Supervises C Job Dimensions Geographic Area Covered Branches / Cluster Training Branch Operations Distribution Operations Channel Partner Internal Stakeholders External D Key Result Areas Organization Process Key Contributions • Drive wallet Share in the allocated bank branches with focus product mix. • 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 & Bank specified persons 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 Sales • • 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 Tata AIA Life Insurance Co. Ltd • • 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 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 Relationship Management • • • 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 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 Ensure Compliance 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 skills Decision making skills Building • • Language Skills English, language Local Tata AIA Life Insurance Co. Ltd F Incumbent Characteristics Essential Desired Graduate Post Graduate Qualification 1 - 3 years in Sales (Insurance / Financial Service Background) Below or 30 years Experience Age Tata AIA Life Insurance Co. Ltd