Key Account Manager

Job Description

Role description

JoinTataAIALifeInsurance,aleadingandfastest-growinglifeinsuranceproviderinIndia,establishedin2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity,andexcellence,combiningTata'sesteemedleadershipwithAIA'sextensivepan-Asianexpertise.At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognizedasa'GreatPlacetoWork'andrecipientof theKincentricBestEmployerAward,wearecommitted to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedicationtoinspiringouremployeestobeanddeliver theirverybest.Ouraimistoattract,hireanddevelop highly capable leaders who are just, fair, ethical, and accountablefortheiractions.We striveto provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse,equitable,andinclusiveworkenvironment,

whereeachemployeeisvaluedasanindividualandtreatedwithrespect,care,andcompassion.

Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A.PositionOverview

PositionTitle

KeyAccountManager-AxisBankBranchBanking

Department

AxisBankBranchBanking

Level/Band

Executive/209

Role Summary:

-Provide support in Sales ofLife Insurance business throughbankcustomersat bankbranchesacross assigned locations.

B.OrganizationalRelationships

ReportsTo

ClusterSalesManager

Supervises

NA

JobDimensions

GeographicAreaCovered

Branches/Cluster

StakeholdersInternal

Training BranchOperations

DistributionOperations

StakeholdersExternal

ChannelPartner

C.KeyResultAreas

Sales

.DrivewalletShareintheallocatedbankbrancheswithfocusproductmix.

.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 & Bank specified persons on Business Implementation plan

.Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced

.Tapping the right database of the branch and ensure authentic documentation

.Build relationship with the 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 as when required

.To develop, agree and implement short term and long-term plans to achieve sales targets

.ToachievebranchRMactivationtargets

.Work collectively with 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

.Managing the relationship between internal team and channel partner so as to

Fostersalesforthecompanyandmaintainutmostlevelsof responsiveness to requirements from the Channel Partner

.Provide all possible support to the channel partner as a face of parent company

.EffectivelyexecuteallMarketingactivitiesasperPartnersrequirement

.Ensuringtimelyissuanceofpolicieswithresolvingallpendingetc.

.Adhere to the customer touch-point engagement in order to service his portfolio of customers

.Tomaintainthedesiredpersistencyratio

.Promptpost-salesservicewithrespecttoalldomains

.StrategizeandinteractcloselywiththeRMonbusinessplanexecution

Ensure Compliance

.Ensure

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