Tata AIA Life

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A. Position Overview

Position Title

Key A ccount Manager

Department

Central Bank of India

Level/ Band

Executive

Role Summary :

– Visit partner branches and interact with Bank branch managers

– Ensure sales targets assigned are met on every parameter

– Interact with customers to explain the products and solutions

– Help branches mapped to her/ him help achieve insurance sales targets

B. Organizational Relationships

Reports To

Area Manager

Supervises

C. Job Dimensions

Geographic Area Covered

Branches

Stakeholders Internal

Supervisors, Ops, Underwriting , Legal

External

Central Bank – Channel Partner

D. Key Result Areas

Partner and Client Management

· Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)

· Interact with the Bank branch teams and customers to explain the products and promote the brand

· Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.

· Drive local contests and engagements to engage teams

· Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life

· Maintain good relationship with Bank Branch manager – interact with him 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 m aintain utmost levels of responsiveness to requirements from the Channel Partner

· Aid the bank branches to adopt new processes and technology

Ensure sales targets assigned are met on every parameter

· Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.

· Allign partner to ensure both teams are working towards the same goal

Customer service

· Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

E Skills Required

Technical

· Good product knowledge

· Working knowledge of MS Office

Behavioral

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Job Location