Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.
B Organizational Relationships
Reports To
Territory Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
Branches / Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
. Drive wallet Share in the allocated bank branches with focus product mix.
. 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 as 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 in order 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.
E Skills Required
Technical
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness.
- Self management
- Problem solving skills.
- Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
.
Communication skills
.
Creative thinking skills
.
Supervising/Leadership skills
.
Teamwork Skills
.
Influencing skills
.
Relationship Building skills
.
Decision making skills
.
Language Skills
English, Local language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate.
Experience
1 - 3 years in Sales (Insurance / Financial Service Background)
Age
Below or 30 years
📌 Corporate Account Manager - HDFC Bank Branch Banking (Sri Ganganagar)
🏢 Tata AIA Life
📍 Sri Ganganagar
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