Akam/rm Ibl

**Overview
Job Description**
A Position Overview****Position Title
Insurance Sales Manager - Pioneer & Exclusive/VEM (AKAM - IBL Pioneer & Exclusive/VEM)

Role Summary:

Provide support in Sales of Life Insurance business to IndusInd Bank Pioneer & Exclusive/ VEM customers in assigned locations.

The Pioneer & Exclusive channel of the Bank has high value, higher income category customers with evolved financial and investment needs.

B Organizational Relationships****Reports To
Territory Manager/Area Manager

C Job Dimensions****Geographic Area Covered
**Pioneer & Exclusive Branches / Cluster / VEM Centres
**Internal Stakeholders
Training

Branch Operations

Distribution Operations

**External
Channel Partner

D Key Result Areas****Organization Process
**Key Contributions
**Sales

• Achieve preset business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/VEM Centre
• Work jointly with the Pioneer & Exclusive Manager/VEM Executives on Business Implementation plan
• Tap the right database of the branch and ensure authentic documentation
• Build relationship with IndusInd 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
• Develop, agree and implement short term and long term plans to achieve sales targets
• Achieve Pioneer & Exclusive RM activation targets
• Work collectively with IndusInd 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

• Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements
• Effectively execute all Marketing activities as per Partners requirement
• Ensure timely issuance of policies while resolving all pending etc.
• Adhere to the customer touchpoint engagement in order to service his portfolio of customers
• Maintain the desired persistency ratio
• Prompt postsales service with respect to all domains
• Strategize and interact closely with IndusInd Bank RM on business plan execution

**Ensure Compliance

• Ensure compliance to internal sales process & other compliance standards
• Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team

**MIS

• Adhere to the Training Road map.
• Provide timely reports to the Supervisor as per the requirement.
• Adhere to Tata AIA Life code of conduct.

**E

Skills Required:

**Technical

• Ability to interact and conduct sales call with high value, higher income category leads which could include Pioneer and Exclusive customers of the Bank
• Banking, financial services industry, business perspective & planning exposure
• Product/Subject matter expertise
• Organisational skills including self management, problem solving skills, peer level coordination and ability to deliver a high volume of quality work

**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

PG

**Experience
4 years in Sales (Insurance / Financial Service Background)

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