Akam Citi Bank

2 weeks ago

Delhi, India Kapil Consultancy Recruitment Services Full time

**Overview
A Position Overview**

**Position Title
Assistant Key Account Manager_Branch Banking

**Department
Partnership Distribution

**Level/ Band
Assistant Manager (304)

**Role Summary**:

- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

**B **Organizational Relationships**

**Reports To
Area 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
- 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
- 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
- Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.
- Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity

**Relationship Management
- 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
- Coordinate and provide regular coaching support to bank’s frontline staff
- 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.

**Risk
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

**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 Building skills
**Decision making skills
**F **Incumbent Characteristics
**Essential
**Desired
**Qualification
Graduate/ PG

**Experience
5 - 7 years in Sales (Insurance Background)

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