KAM - PSU Bancassurance Partnership

Tata AIA Life (Jalandhar, PB, India) 2 days ago
2 - 4 Years
Jalandhar

Role description



Position Title : Key Account Manager

Department : Central Bank of India

Level/ Band : Executive

Role Summary:
  • Visit partner branches and interact with Bank branch managers
  • Ensure sales targets assigned are met on every parameter
  • Interact with customers to explain the products and solutions
  • Help branches mapped to her/him help achieve insurance sales targets
  • Reports To Area Manager

Job Dimensions
  • Geographic Area Covered : Branches
  • Internal Stakeholders : Supervisors,Ops, Underwriting, Legal
  • External Stakeholders : Central Bank – Channel Partner

  • Qualification
: Graduate/PostGraduate/Insurance specific training

  • Experience
:2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable

  • CTC
  • 3 Lacs

Key Result Areas

Partner and Client Management
  • Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)
  • Interact with the Bank branch teams and customers to explain the products and promote the brand
  • Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.
  • Drive local contests and engagements to engage teams
  • Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
  • Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
  • 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
  • Aid the bank branches to adopt new processes and technology

Ensure sales targets assigned are met on every parameter
  • Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
  • Allign partner to ensure both teams are working towards the same goal

Customer Service
  • Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

Technical Skills Required
  • Good product knowledge
  • Good knowledge of MS Office

KAM - PSU Bancassurance Partnership

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