Senior Key Account Manager

2 days ago

Jodhpur, India Tata AIA Life Insurance Full time

A Position Overview Position Title Key Account Manager - Axis Bank Branch Banking – Axis Banking / Department Partnership Distribution Level/ Band Assistant Manager (301) / Exec Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Zone/ Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales · To consistently meet the sales targets assigned to citibanking vertical · Responsible and accountable for Channel Partner’s Sales/ Business Targets for the allocated branches · Assist /help Citi RM to generate leads and log in prospective applications · Driving and motivating the branch staff along with Citi RM and providing support for logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the Citi Relationship Manager 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 Citi RM 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 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 Essential Desired Interpersonal skills Yes Communication skills Yes Creative thinking skills Yes Supervising/Leadership skills Yes Teamwork Skills Yes Influencing skills Yes Relationship Building skills Yes Decision making skills Yes F Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 4 - 8 years in Sales (Insurance Background)

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