Preferred candidate profile

Looking for candidates from life insurance who has handled bancassurance sales strategy role.

Role & responsibilities

Financials & Business Delivery

- Achievement of Topline and Persistency targets
- Annual planning for the channel with subvertical level strategies, milestones
- Competition benchmarking on multiple input parameters that drive topline and market share. Eg : Product Mix & PPT, LG activation, Productivity etc
- Market share tracking to identify gaps, emerging trends and drive business momentum Business quality FTR, Throughput, Leakages

Persistency

- Persistency across categories : 13M, M0, Product & premium, regions cohorts
- Cloud Telephony usage and linkage to outcome
- Gap Analysis & improvement drives, Reviews

Complaints Management

- Customer Complaint Resolutions
- Internal : IGMS + Non IGMS
- External : Communicated by Channel Partner
- Complaints Governance : Channel partner & Grievance team,



Escalation Management, Monitoring gaps & RCA leading to service quality improvement.

Management Reporting & Channel Support

- Working on MBR , Channel Partner Governance meet deck
- Channel performance commentary, Business reports
- Analysis of key business parameters & trends
- Engagement with Internal field sales team Query management Product & process, contest qualification & incentive payout related
- IT/ System usage related queries Digibanca, TeBT, Insta etc

Channel Management - (L&D; and SMP)

- Training Engagement - Finalisation of Training calendar, 100% MOM Sessions delivery (as per L&D; MIS), monitoring with linkage to business performance.
- SMP - Branch visits, engagement with channel partner LG & leadership, CH & CSM SMP compliance, performance outcomes.

📌 Key Accounts Manager (Maharashtra)
🏢 Forward
📍 Maharashtra