15h Left Assistant Key Account Manager

5 days ago

Mumbai India Tata AIA Life Full time

Job Description Role 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 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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