Corporate Account Manager

3 weeks ago

Vizag, Andhra Pradesh, India Tata AIA Life Insurance Full time
Job Summary

We are seeking a highly motivated and experienced Corporate Account Manager to join our team at Tata AIA Life Insurance. As a key member of our sales team, you will be responsible for driving sales growth and building strong relationships with our channel partners.

Key Responsibilities
  • Drive wallet share in allocated bank branches with a focus on product mix.
  • Achieve pre-set business targets on ANP, case count, active branch, active sales staff, and various KPIs for designated branches.
  • Work jointly with the Branch Manager on business implementation plans.
  • Drive and motivate branch staff, along with Bank RM, and provide support for logging in applications sourced.
  • Tap into the right database of the branch and ensure authentic documentation.
  • Build relationships with the Bank Sales/operations team and ensure business targets and productivity targets of allocated branches are met effectively.
  • Prospect and meet customers within and outside the branch as required.
  • Develop, agree, and implement short-term and long-term plans to achieve sales targets.
  • Achieve branch RM activation targets.
  • Work collectively with Bank Sales/operations team and conduct joint sales calls as a team to achieve business numbers.
  • Seek commitment from the partner towards achievement of business objectives.
Relationship Management
  • Manage the relationship between internal teams and channel partners 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 the parent company.
  • Effectively execute all marketing activities as per Partner requirements.
  • Ensure timely issuance of policies with resolving all pending issues.
  • Adhere to customer touch-point engagement to service their portfolio of customers.
  • 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 and other compliance standards.
  • Be a process and product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team.
Skills Required
  • Product/subject matter expertise.
  • Business perspective and planning.
  • Finance/insurance industry awareness.
  • Self-management.
  • Problem-solving skills.
  • Peer-level coordination and influencing skills.
Language

English (en-US)

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