Key Account Manager - Yes Bank Branch Banking

Description

Key Account Manager - Yes Bank Branch Banking
Tata AIA Life
Coimbatore, Tamil Nadu


JOB DESCRIPTION

A Position Overview

Position Title

Key Account Manager

Department

Yes Bank Branch Banking

Level/ Band

Executive/209

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

B Organizational Relationships

Reports To

Regional 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
• 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 motivating 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 so as to

Foster sales for the company and mmaintain 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)

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