Tata Group Looking for Assistant Key Account Manager – IBL Affluent Banking at Patna

A Position Overview

Position Title

Insurance Sales Manager – Pioneer & Exclusive/VEM (AKAM – IBL Pioneer & Exclusive/VEM)

Role Summary:

Provide support in Sales of Life Insurance business to IndusInd Bank Pioneer & Exclusive/ VEM customers in assigned locations. The Pioneer & Exclusive channel of the Bank has high value, higher income category customers with evolved financial and investment needs.

B Organizational Relationships

Reports To

Territory Manager/Area Manager

C Job Dimensions

Geographic Area Covered

Pioneer & Exclusive Branches / Cluster / VEM Centres

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/VEM Centre

. Work jointly with the Pioneer & Exclusive Manager/VEM Executives on Business Implementation plan

. Drive and motivate IndusInd Bank RM and provide support for logging in application sourced

. Tap the right database of the branch and ensure authentic documentation

. Build relationship with IndusInd 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

. Develop, agree and implement short term and long term plans to achieve sales targets

. Achieve Pioneer & Exclusive RM activation targets

. Work collectively with IndusInd 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

. Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements

. Effectively execute all Marketing activities as per Partners requirement

. Ensure timely issuance of policies while resolving all pending etc.

. Adhere to the customer touch-point engagement in order to service his portfolio of customers

. Maintain the desired persistency ratio

. Prompt post-sales service with respect to all domains

. Strategize and interact closely with IndusInd Bank RM on business plan execution

Ensure Compliance

. Ensure compliance to internal sales process & other compliance standards

. Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team

MIS

. Adhere to the Training Road map.

. Provide timely reports to the Supervisor as per the requirement.

. Adhere to Tata AIA Life code of conduct.

E Skills Required

Technical

– Ability to interact and conduct sales call with high value, higher income category leads which could include Pioneer and Exclusive customers of the Bank
– Banking, financial services industry, business perspective & planning exposure
– Product/Subject matter expertise
– Organisational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

.

Creative thinking skills

.

Supervising/Leadership skills

.

Teamwork Skills

.

Influencing skills

.

Job Description A Position Overview Position Title Insurance Sales Manager – Pioneer & Exclusive/VEM (AKAM – IBL Pioneer & Exclusive/VEM) Role Summary: Provide support in Sales of Life Insurance business to IndusInd Bank Pioneer & Exclusive/ V

Skills: Corporate Account Management

Experience: 4.00-7.00 Years