A Position Overview

Position Title

Assistant Key Account Manager_Branch Banking

Department

Partnership Distribution

Level/ Band

Assistant Manager (304)

Role Summary:
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports To

Area Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Zone/ Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales
- · 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 engaging the branch staff along with Citi RM and providing support for logging in applications sourced
- · Tapping the right database of the branch and ensure authentic documentation




- · Build relationship with the Citi Relationship Manager 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
- · Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.
- · Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity

Relationship Management
- · 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
- · Coordinate and provide regular coaching support to bank’s frontline staff
- · Effectively execute all Marketing activities as per Partners requirement
- Ensuring timely issuance of policies with resolving all pending

📌 Assistant Key Account Manager (Chandigarh)
🏢 TATA AIA LIFE INSURANCE
📍 Chandigarh