JOB DESCRIPTION A Position Overview Position Title Key Account Manager Department Yes Bank Branch Banking Level/ Band Executive/209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / 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 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 Relationship Management · 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 · 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 · Communication skills · Creative thinking skills · Supervising/Leadership skills · Teamwork Skills · Influencing skills · Relationship Building skills · Decision making skills · Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background)
Job Title
Assistant Manager - Agency Business Associates