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Assistant Key Account Manager - Axis Bank Alternate Channel BB

Assistant Key Account Manager - Axis Bank Alternate Channel BB

ConfidentialMumbai
20 days ago
Job description

A Position Overview

Position Title

  • Assistant Key Account Manager_Branch Banking

Department

  • Partnership Distribution
  • Level / Band

  • Assistant Manager (304)
  • Role Summary :

  • Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
  • B Organizational Relationships

    Reports To

  • Area Manager
  • Supervises

  • NA
  • C Job Dimensions

    Geographic Area Covered

  • Zone / 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 Citi RM and providing support for logging in applications sourced
  • Tapping the right database of the branch and ensure authentic documentation
  • Build relationship with the Citi Relationship Manager 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
  • Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.
  • Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity
  • Relationship Management

  • Managing 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 Partner
  • Coordinate and provide regular coaching support to bank's frontline staff
  • Effectively execute all Marketing activities as per Partner's 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
  • 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
  • MIS

  • Adhering to the Training Road map.
  • Providing timely reports to the Supervisor as per the requirement.
  • Adhering to the TALIC code of conduct.
  • Risk

  • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
  • E Skills Required

    Technical

  • Product / Subject matter expertise
  • Business perspective & planning
  • Finance / Insurance industry awareness
  • Self management
  • Problem solving skills
  • Peer level co-ordination and influencing skills
  • Behavioral

    Essential

    Desired

  • Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Supervising / Leadership skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills
  • F Incumbent Characteristics

    Essential

    Desired

    Qualification

  • Graduate / PG
  • Experience

  • 5 - 7 years in Sales (Insurance Background)
  • Skills Required

    Compliance, Mis Reporting, Insurance Sales, Customer Relationship Management, Product Knowledge, Business Planning

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