
Tata Group
Job Description
Position Title : Key Account ManagerDepartment : Central Bank of IndiaLevel/ Band : ExecutiveRole Summary :Visit partner branches and interact with Bank branch managersEnsure sales targets assigned are met on every parameterInteract with customers to explain the products and solutionsHelp branches mapped to her/him help achieve insurance sales targetsReports To : Area ManagerGeographic Area Covered : Branches Stakeholders Internal : Supervisors, Ops, Underwriting, LegalExternal : Central Bank – Channel PartnerPartner 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 brandSales and support to all branches assigned – complete documentation, medicals, close pending documentation.Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched – bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager – interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technology 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 brandSales and support to all branches assigned – complete documentation, medicals, close pending documentation.Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched – bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager – interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technologyEnsure 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 goalCustomer service : Ensure adequate customer service – grievance redressal, claim settlement, renewal etcSkills Required : Good product knowledge & Working knowledge of MS OfficeQualification : Graduation / Post graduate/Insurance specific trainingExperience : 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable