Job Description
T
Tata AIA Life
Key Account Manager - Rural Banking - IDFC First Bank
Tata AIA Life • Noida, Uttar Pradesh • via Foundit.in
3 days ago
Full–time
Apply on Foundit.in
Apply on Jobrapido.com
Job description
Role descriptionJOB DESCRIPTIONPosition OverviewPosition TitleKey Account ManagerDepartmentIDFC FirstLevel/ BandExecutive - 204Role 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 targetsOrganizational RelationshipsReports To Cluster ManagerSupervisesNAJob DimensionsGeographic Area CoveredBranchesStakeholders InternalSupervisors, Ops, Underwriting, LegalExternalIDFC First Bank - Channel PartnerKey Result AreasPartner 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 brand. Sales and support to all branches assigned - complete documentation, medicals, close pending documentation.. Drive local contests and engagements to engage teams. Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life. Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity. 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. Aid 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.. Align partner to ensure both teams are working towards the same goalCustomer service. Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.Risk ManagementOwn-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.E Skills RequiredTechnical. Good product knowledge. Working knowledge of MS OfficeBehavioralEssentialDesiredInterpersonal skills. Communication skills. Creative thinking skills. Supervising / Leadership skills. Teamwork Skills. Influencing skills. Relationship Building skills. Decision making skills. F Incumbent CharacteristicsEssentialDesiredQualificationGraduationExperience1 to 3 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
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027+ Deutsche Bank Aktiengesellschaft, Filiale Gurgaon
Business Banking Advisor
027+ Deutsche Bank Aktiengesellschaft, Filiale Gurgaon • Noida, Uttar Pradesh • via Expertini | India Jobs Expertini
11 days ago
Full–time
No Degree Mentioned
Apply on Expertini | India Jobs Expertini
Job description
Description
Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
The primary objective is to enhance the value of the existing trade account portfolio.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under child care assistance benefit (gender neutral)
• Flexible working arrangements
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your key responsibilities
Acquisition: Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue
Relationship Building / Deepening / Cross Sell : Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex and Insurance & Investment sales to new / existing customers. Build a robust momentum in regards to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure his share of wallet with the bank increases
Retention: Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers
Risk Management & Governance: Ensure awareness and adherence with the Know Your Customer policy, Anti Money. Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time
Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contactability by capturing email address and mobile number.
Your skills and experience
The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 6 – 12 Years in relevant field.
How we’ll support you
• Training and development to help you excel in your career
• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
Tata AIA Life
Key Account Manager - Rural Banking - IDFC First Bank
Tata AIA Life • Noida, Uttar Pradesh • via Foundit.in
3 days ago
Full–time
Apply on Foundit.in
Apply on Jobrapido.com
Job description
Role descriptionJOB DESCRIPTIONPosition OverviewPosition TitleKey Account ManagerDepartmentIDFC FirstLevel/ BandExecutive - 204Role 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 targetsOrganizational RelationshipsReports To Cluster ManagerSupervisesNAJob DimensionsGeographic Area CoveredBranchesStakeholders InternalSupervisors, Ops, Underwriting, LegalExternalIDFC First Bank - Channel PartnerKey Result AreasPartner 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 brand. Sales and support to all branches assigned - complete documentation, medicals, close pending documentation.. Drive local contests and engagements to engage teams. Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life. Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity. 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. Aid 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.. Align partner to ensure both teams are working towards the same goalCustomer service. Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.Risk ManagementOwn-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.E Skills RequiredTechnical. Good product knowledge. Working knowledge of MS OfficeBehavioralEssentialDesiredInterpersonal skills. Communication skills. Creative thinking skills. Supervising / Leadership skills. Teamwork Skills. Influencing skills. Relationship Building skills. Decision making skills. F Incumbent CharacteristicsEssentialDesiredQualificationGraduationExperience1 to 3 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
Report this listing
Tata AIA Life
AmbitionBox
4/5
2.8K reviews
Glassdoor
3.+/5
562 reviews
Indeed
3.+/5
510 reviews
More jobs at Tata AIA Life
See web results for Tata AIA Life
027+ Deutsche Bank Aktiengesellschaft, Filiale Gurgaon
Business Banking Advisor
027+ Deutsche Bank Aktiengesellschaft, Filiale Gurgaon • Noida, Uttar Pradesh • via Expertini | India Jobs Expertini
11 days ago
Full–time
No Degree Mentioned
Apply on Expertini | India Jobs Expertini
Job description
Description
Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
The primary objective is to enhance the value of the existing trade account portfolio.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under child care assistance benefit (gender neutral)
• Flexible working arrangements
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your key responsibilities
Acquisition: Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue
Relationship Building / Deepening / Cross Sell : Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex and Insurance & Investment sales to new / existing customers. Build a robust momentum in regards to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure his share of wallet with the bank increases
Retention: Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers
Risk Management & Governance: Ensure awareness and adherence with the Know Your Customer policy, Anti Money. Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time
Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contactability by capturing email address and mobile number.
Your skills and experience
The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 6 – 12 Years in relevant field.
How we’ll support you
• Training and development to help you excel in your career
• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
💡 Quick Summary
Seeking a career-building opportunity? The Business Banking Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Noida 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.
