KAM PSU Bancassurance Partnership - Dehradun
Tata AIA Life
Dehradun, India
1d ago

Job 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

    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 : Technical Skills :

    Technical Skills :

  • Good product knowledge
  • Good knowledge of MS Office
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