Role & responsibilities

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 on Business Implementation plan • Driving and inspiring 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 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 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.

Preferred candidate profile

Qualification Desired Graduation Experience Postgraduate 1 - 3 years in Sales (Insurance / Financial Service Background)

📌 Key Account Manager-Federal Bank (Indore)
🏢 TATA AIA LIFE INSURANCE
📍 Indore