Corporate Account Manager

3 days ago

Navi Mumbai, Maharashtra, India Tata AIA Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

A Position Overview

Position TitleCorporate Account ManagerDepartmentPartnership Distribution

Role Summary:

  • Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports ToTerritory Manager / Area Manager

C Key Result Areas

Organization ProcessKey ContributionsSales

  • Responsible and accountable for Channel Partners Sales/ Business

Targets for the allocated branches

  • Assist /help RM to generate leads and log in prospective applications
  • Driving and motivating the branch staff along with RM and providing support for logging in applications sourced
  • Tapping the right database of the branch and ensure authentic documentation
  • Build relationship with the 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
  • Work collectively with RM 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

  • 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

MIS

  • Adhering to the Training Road map.
  • Providing timely reports to the Supervisor as per the requirement.
  • Adhering to the TALIC code of conduct.

D 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 EssentialDesiredInterpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

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