Role Summary:
- Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business
- Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch managers
- Guide and support team to ensure achievement of targets
- Interact with customers to explain the products and solutions
- Ensure activation, persistency & productivity is maintained.
- Ensure quality of recruits hired in the team
- Maintain & drive compliance at the zone
- Organizational Relationships
Reports To
Zonal Manager
Supervises
KAM
- Job Dimensions
Geographic Area Covered
Cluster(s)
Stakeholders Internal
Supervisors, Team (KAMs), Ops, Underwriting, Legal
External
IDFC First bank – Channel Partner
- Key Result Areas
· Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance
· Engage with customers to explain the products and promote the brand
· Ensure team is focused on Sales and support to all branches assigned.
· Drive local contests and engagements to engage teams
· Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
· Maintain a solid relationship with Regional Officer and Bank Branch manager - interact with them 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
Team Management
· Assign target to each KAM at a branch level – NB, renewal, STP, resolutions, special projects/initiatives unde