Job Description
Role descriptionJoin Tata AIA Life Insurance
a leading and fastest
growing life insurance provider in India
established in 2001 as a joint venture between Tata Sons Pvt
Ltd
and AIA Group Ltd
Our company embodies a legacy of trust
integrity
and excellence
combining Tatas esteemed leadership with AIAs extensive pan
Asian expertise
At Tata AIA
our vision is to be the pre
eminent protection provider enabling dreams and inspiring healthier
happier lives
We foster a culture of innovation
inclusivity
and continuous learning
offering dynamic career growth opportunities and a supportive work environment
Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award
we are committed to employee satisfaction and holistic well
being
Our core value
People
Our Core
emphasizes our dedication to inspiring our employees to be and deliver their very best
Our aim is to attract
hire and develop highly capable leaders who are just
fair
ethical
and accountable for their actions
We strive to provide our employees with the right training
technology
equipment
resources
and guidance to perform their job effectively
Our promise to you is to provide for a diverse
equitable
and inclusive work environment
where each employee is valued as an individual and treated with respect
care
and compassion
Fuel your future with us
find your wings
and S
O
A
R
Shape opportunities
Optimize your potential
Accomplish meaningful work
and Reap holistic growth
A
Position OverviewPosition TitleAssistant Key Account Manager
Yes Bank Branch BankingDepartmentPartnership DistributionLevel
BandAssistant Managers
304Role 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 RelationshipsReports ToTM
RM
RSMSupervisesNAJob DimensionsGeographic Area CoveredBranches
ClusterStakeholders InternalTrainingBranch OperationsDistribution OperationsStakeholders ExternalChannel PartnerC
Key Result AreasOrganization ProcessKey ContributionsSales
Achieve pre
set business targets on ANP
case count
active branch
active sales staff and various KPIs for designated branches
Working jointing with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Sales
operations
Relationship teams 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 Seek commitment from the partner towards achievement of business objectiveRelationship 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
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 domainsEnsure 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
D
Skills RequiredTechnicalAbility to interact and conduct sales call with high value
higher income category leads which could include Pioneer and Exclusive customers of the BankBanking
financial services industry
business perspective
planning exposureProduct
Subject matter expertiseOrganisational skills including self management
problem solving skills
peer level co
ordination and ability to deliver a high volume of quality workBehavioralEssentialDesiredInterpersonal skills
Communication skills
Creative thinking skills
Supervising
Leadership skills
Teamwork Skills
a leading and fastest
growing life insurance provider in India
established in 2001 as a joint venture between Tata Sons Pvt
Ltd
and AIA Group Ltd
Our company embodies a legacy of trust
integrity
and excellence
combining Tatas esteemed leadership with AIAs extensive pan
Asian expertise
At Tata AIA
our vision is to be the pre
eminent protection provider enabling dreams and inspiring healthier
happier lives
We foster a culture of innovation
inclusivity
and continuous learning
offering dynamic career growth opportunities and a supportive work environment
Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award
we are committed to employee satisfaction and holistic well
being
Our core value
People
Our Core
emphasizes our dedication to inspiring our employees to be and deliver their very best
Our aim is to attract
hire and develop highly capable leaders who are just
fair
ethical
and accountable for their actions
We strive to provide our employees with the right training
technology
equipment
resources
and guidance to perform their job effectively
Our promise to you is to provide for a diverse
equitable
and inclusive work environment
where each employee is valued as an individual and treated with respect
care
and compassion
Fuel your future with us
find your wings
and S
O
A
R
Shape opportunities
Optimize your potential
Accomplish meaningful work
and Reap holistic growth
A
Position OverviewPosition TitleAssistant Key Account Manager
Yes Bank Branch BankingDepartmentPartnership DistributionLevel
BandAssistant Managers
304Role 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 RelationshipsReports ToTM
RM
RSMSupervisesNAJob DimensionsGeographic Area CoveredBranches
ClusterStakeholders InternalTrainingBranch OperationsDistribution OperationsStakeholders ExternalChannel PartnerC
Key Result AreasOrganization ProcessKey ContributionsSales
Achieve pre
set business targets on ANP
case count
active branch
active sales staff and various KPIs for designated branches
Working jointing with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Sales
operations
Relationship teams 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 Seek commitment from the partner towards achievement of business objectiveRelationship 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
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 domainsEnsure 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
D
Skills RequiredTechnicalAbility to interact and conduct sales call with high value
higher income category leads which could include Pioneer and Exclusive customers of the BankBanking
financial services industry
business perspective
planning exposureProduct
Subject matter expertiseOrganisational skills including self management
problem solving skills
peer level co
ordination and ability to deliver a high volume of quality workBehavioralEssentialDesiredInterpersonal skills
Communication skills
Creative thinking skills
Supervising
Leadership skills
Teamwork Skills
💡 Quick Summary
Seeking a career-building opportunity? The Assistant Key Account Manager Yes Bank Branch Banking position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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 Bank Jobs is a plus.