JOB DESCRIPTION
A Position Overview
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Position Title |
Key Account Manager |
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Department |
Yes Bank Branch Banking |
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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
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Reports To |
Regional Manager |
|
Supervises |
NA |
C Job Dimensions
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Geographic Area Covered |
Branches / Cluster |
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Internal Stakeholders |
Training |
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Branch Operations |
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Distribution Operations |
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External |
Channel Partner |
D Key Result Areas
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Organization Process |
Key Contributions |
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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
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|
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
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MIS |
· Adhering to the Training Road map. · Providing timely reports to the Supervisor as per the requirement. · Adhering to the TALIC code of conduct.
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E Skills Required
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Technical |
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Behavioral |
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Essential |
Desired |
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Interpersonal skills |
· |
|
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Communication skills |
· |
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Creative thinking skills |
|
· |
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Supervising/Leadership skills |
|
· |
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Teamwork Skills |
· |
|
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Influencing skills |
|
· |
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Relationship Building skills |
· |
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Decision making skills |
· |
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Language Skills |
English, Local language |
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F Incumbent Characteristics
|
|
Essential |
Desired |
|
Qualification |
Graduate |
Post Graduate |
|
Experience |
1 - 3 years in Sales (Insurance / Financial Service Background) |
|
Source: Tata AIA Life Insurance careers — Read the original posting and apply
This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.
Tata AIA Life Insurance is an employer in the Insurance sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki Khoj is not a... Read More
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