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

External
Central Bank Channel Partner

Key Result Areas

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 Partner Management and Client





Maintain valuable 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

Ensure adequate customer service grievance redressal, claim
settlement, renewal etc.

Skills Required

Good product knowledge

Working knowledge of MS Office

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