Assistant Key Account Manager

2 months ago

New Delhi, India Tata AIA Life Insurance Full time

A Position Overview

Position Title

Assistant Key Account Manager_Branch Banking

Department

Partnership Distribution

Level/ Band

 Assistant Manager (304) 

Role Summary:

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

B Organizational Relationships

Reports To

Area Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Zone/ Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales 

· 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 Citi RM and providing support for logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the Citi 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 · To develop, agree and implement short term and long term plans to achieve sales targets · Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos. · Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity

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

· Coordinate and provide regular coaching support to bank’s frontline staff · 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

MIS

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

Risk

Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

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

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate/ PG

Experience

5 - 7 years in Sales (Insurance Background)

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