Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.
Responsibilities
- 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
Organizational Relationships
- Reports To Cluster Sales Manager
- Supervises NA
Job Dimensions
- Geographic Area Covered Branches
- Stakeholders Internal Supervisors, Training, Branch Distribution Ops
- Stakeholders External Federal Bank - Channel Partner
Key Result Areas
- Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
- Sales Working jointly with the Branch Manager on Business Implementation plan
- Sales Driving and engaging the branch staff along with Bank RM and providing support for logging in applications sourced
- Sales Tapping the right database of the branch and ensure authentic documentation
- Sales Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
- Sales Prospect and meet customers within and outside the Branch as when required
- Sales To develop, agree and implement short term and long-term plans to achieve sales targets
- Sales To achieve branch RM activation targets
- Sales Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
- Sales 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.
Skills Required
- Technical Product/Subject matter expertise
- Technical Business perspective planning
- Finance / Insurance industry awareness
- Self-management
- Problem solving skills
- Peer level co-ordination and influencing skills
- Interpersonal skills Interpersonal skills
- Communication skills Communication skills
- Creative thinking skills Creative thinking skills
- Supervising / Leadership skills Supervising / Leadership skills
- Teamwork Skills Teamwork Skills
- Influencing skills Influencing skills
- Relationship Building skills Relationship Building skills
- Decision making skills Decision making skills
- Language Skills English, Local language
Disclaimer: This job posting & Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Key Account Manager - Federal Bank (Mavelikara)
🏢 TATA AIA LIFE INSURANCE
📍 Mavelikara
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.