Coporate Account Manager

1 day ago

Bhopal, Madhya Pradesh, India Tata AIA Life Insurance Full time

Role & responsibilities

  • 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

  • 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 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

  • Adhering to the Training Road map.

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

Preferred candidate profile

Graduate

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

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