KAM - PSU Bancassurance Partnership - LUDHIANA

Tata AIA Life Insurance (Ludhiana, PB, India) 3 days ago

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

Geographic Area Covered : Branches

Stakeholders Internal : Supervisors, Ops, Underwriting, Legal

External : Central Bank – Channel Partner

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. 

Skills Required : 

  • Good product knowledge
  • Working knowledge of MS Office

Qualification : Graduation/Post graduate/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

KAM - PSU Bancassurance Partnership - LUDHIANA

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