
Corporate Account Manager
4 days ago
"
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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