Key Account Manager

2 weeks ago

Mumbai City District, India Tata AIA Life Insurance Full time ₹ 5,00,000 - ₹ 25,00,000 per year

JOB DESCRIPTION

A

Position Overview

Position Title

Key Account Manager

Department

Level/ Band

Federal Bank

Executive/209

Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across

assigned locations

B

C

Organizational Relationships

Reports To

Supervises

Cluster sales Manager

NA

Job Dimensions

Geographic Area Covered

Internal Stakeholders

External

Branches / Cluster

Training

Branch Operations

Distribution Operations

Channel Partner

D

Key Result Areas

Organization Process

Key Contributions

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

Sales

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

Managing the relationship between internal team and channel

partner so as to

Foster sales for the company and mmaintain 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

Relationship

Management

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 to internal sales process & other compliance

standards

Ensure Compliance

•    Should be process & product champion to ensures adherence to policies

and procedures to cultivate a compliance culture in the team

• Adhering to the Training Road map.

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

• Adhering to the TALIC code of conduct.

MIS

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

•

•

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