Job Description
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/ 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
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
💡 Quick Summary
Seeking a career-building opportunity? The Assistant Key Account Manager position is now open for candidates interested in the Counter Sales Jobs sector. This role in Dehradun offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Counter Sales Jobs is a plus.