Role description
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 toFoster 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 executionEnsure 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 teamMIS
. 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 expertiseBusiness perspective & planningFinance / Insurance industry awarenessSelf managementProblem solving skillsPeer level co-ordination and influencing skillsBehavioral
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)
Skills Required
Problem Solving Skills