Virtual Relationship Workstation Specialist Manager

1 month ago

Mumbai, India Tata AIA Life Insurance Full time

A Position Overview

Position Title

Key Account Manager – Burgundy Private, Axis Bank

Department

Partnership Distribution

Level/ Band

 Manager

Role Summary:

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

B Organizational Relationships

Reports To

Zonal Sales Manager/ Cluster 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 

· To consistently meet the sales targets assigned to Axisbank vertical · Responsible and accountable for Channel Partner’s Sales/ Business

Targets for the allocated branches

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

MIS

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

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

Yes

Communication skills

Yes

Creative thinking skills

Yes

Supervising/Leadership skills

Yes

Teamwork Skills

Yes

Influencing skills

Yes

Relationship Building skills

Yes

Decision making skills

Yes

F Incumbent Characteristics

Essential

Qualification

Graduate/ PG

Experience

4 - 8 years in Sales (Insurance Background)

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