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JOB DESCRIPTION
Position Title | Key Account Manager |
Department | IDFC First |
Level/ Band | Executive - 204 |
Role Summary:
Reports To | Cluster Manager |
Supervises | NA |
Geographic Area Covered | Branches |
Stakeholders Internal | Supervisors, Ops, Underwriting, Legal |
External | IDFC First Bank - Channel Partner |
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. . Align partner to ensure both teams are working towards the same goal |
Customer service | . Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. |
Risk Management | Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status. |
E Skills Required
Technical | . Good product knowledge . Working knowledge of MS Office | |
Behavioral | ||
Essential | Desired | |
Interpersonal skills | . | |
Communication skills | . | |
Creative thinking skills | . | |
Supervising / Leadership skills | . | |
Teamwork Skills | . | |
Influencing skills | . | |
Relationship Building skills | . | |
Decision making skills | . |
F Incumbent Characteristics
Essential | Desired | |
Qualification | Graduation | |
Experience | 1 to 3 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable |
Date Posted: 18/11/2024
Job ID: 100717661
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.
