KAM PSU Bancassurance Partnership - Jodhpur

Tata AIA Life Insurance (Jodhpur, GJ, India) 11 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

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

- 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 - Jodhpur

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