(Urgent) Senior Key Account Manager

1 day ago

Jodhpur India Tata AIA Life Full time

Job Description

Role description

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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