Corporate Account Manager

7 days ago

Gurgaon, Haryana, India Tata AIA Life Insurance Full time ₹ 3,60,000 - ₹ 4,80,000 per year

"

Position Title: Corporate Account Manager

Role Summary: Provide support in Sales of Life Insurance business through bank

customers at bank branches across assigned locations

Experience: 1 - 3 years in Sales (Insurance/Financial Service Background)

CTC: Up to 4 Lacs

J Key Result Areas:

Sales

J 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 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

¢ To achieve branch RM activation targets

¢ 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

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

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 & Reporting

¢ Adhering to the Training Road map.

¢ Providing timely reports to the Supervisor as per the requirement.

¢ Adhering to the TALIC code of conduct.

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

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