• Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance
• Engage with customers to explain the products and promote the brand
• Ensure team is focused on Sales and support to all branches assigned.
• Drive local contests and engagements to engage teams
• Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
• Maintain a strong relationship with Regional Officer and Bank Branch manager - interact with them 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
• Assign target to each KAM at a branch level – NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix.
• Ensure team is hands on with each branch and maintains a high engagement level with each member
• Team development and training
• Retention of high performing talent
• Keep ZH and National Head updated about on – ground activities by Bank and competitors
• Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.