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JOB DESCRIPTION
A Position Overview
Position Title | Key Account Manager |
Department | Axis Bank -Branch Banking |
Level/ Band | Executive |
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To | Cluster Manager |
Supervises | NA |
C Job Dimensions
Geographic Area Covered | Branches / Cluster |
Internal Stakeholders | Training |
Branch Operations | |
Distribution Operations | |
External | Channel Partner |
D Key Result Areas
Organization Process | Key Contributions |
Sales | .Drive wallet Share in the allocated bank branches with focus product mix. .Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches .Working jointly with the Branch Manager & Bank specified persons on Business Implementation plan .Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced .Tapping the right database of the branch and ensure authentic documentation .Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively .Prospect and meet customers within and outside the Branch as when required .To develop, agree and implement short term and long term plans to achieve sales targets .To achieve branch RM activation targets .Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. .Seek commitment from the partner towards achievement of business objective |
Relationship Management | .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 .Provide all possible support to the channel partner as a face of parent company .Effectively execute all Marketing activities as per Partners requirement .Ensuring timely issuance of policies with resolving all pending etc. .Adhere to the customer touch-point engagement in order to service his portfolio of customers .To maintain the desired persistency ratio .Prompt post-sales service with respect to all domains .Strategize and interact closely with the RM on business plan execution |
Ensure Compliance | .Ensure compliance to internal sales process & other compliance standards . Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team |
MIS | .Adhering to the Training Road map. .Providing timely reports to the Supervisor as per the requirement. .Adhering to the TALIC code of conduct. |
E Skills Required
Technical |
| |
Behavioral | ||
Essential | Desired | |
Interpersonal skills | . | |
Communication skills | . |
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Date Posted: 16/10/2024
Job ID: 96525435
ata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata’s preeminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.