KEY ACCOUNT MANAGER | PSU BANCASSSURANCE PARTNERSHIP A. Position Overview 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

B. Organizational Relationships Reports To Area Manager Supervises NA C. Job Dimensions Geographic Area Covered Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

External

Central Bank Channel Partner D. 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 m aintain utmost levels of responsiveness to requirements from the Channel Partner

Aid the bank branches to adopt recent 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. 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

Post graduate/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 CTC 3 lpa <

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📌 Key Account Manager - Central Bank Branch Banking (West Bengal)
🏢 TATA AIA LIFE INSURANCE
📍 West Bengal