Urgent Search Assistant Key Account Manager

2 days ago

Gurgaon, Haryana, India Tata AIA Life Insurance Full time
Job Description

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
- 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
- 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 maintain 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 Partner's 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 ensure 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

- Qualification: Graduate/ PG
- Experience: 5 - 7 years in Sales (Insurance Background)

Desired

- NA

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