Job Description
Job Description
Position Title : Key Account Manager
Department : Central Bank of India
Level/ Band : Executive
Role Summary :
• Visit partner branches and interact with Bank branch managers
• Ensure sales targets assigned are met on every parameter
• Interact with customers to explain the products and solutions
• Help branches mapped to her/him help achieve insurance sales targets
Reports To : Area Manager
Geographic Area Covered : Branches
Stakeholders Internal : Supervisors, Ops, Underwriting, Legal
External : Central Bank - Channel Partner
Partner 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 technology
• 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 PartnerAid the bank branches to adopt new processes and technology
Ensure 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.
• Allign partner to ensure both teams are working towards the same goal
Customer service : Ensure adequate customer service - grievance redressal, claim settlement, renewal etc
Skills Required : Good product knowledge & Working knowledge of MS Office
Qualification : Graduation / Post graduate/Insurance specific training
Experience : 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
Position Title : Key Account Manager
Department : Central Bank of India
Level/ Band : Executive
Role Summary :
• Visit partner branches and interact with Bank branch managers
• Ensure sales targets assigned are met on every parameter
• Interact with customers to explain the products and solutions
• Help branches mapped to her/him help achieve insurance sales targets
Reports To : Area Manager
Geographic Area Covered : Branches
Stakeholders Internal : Supervisors, Ops, Underwriting, Legal
External : Central Bank - Channel Partner
Partner 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 technology
• 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 PartnerAid the bank branches to adopt new processes and technology
Ensure 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.
• Allign partner to ensure both teams are working towards the same goal
Customer service : Ensure adequate customer service - grievance redressal, claim settlement, renewal etc
Skills Required : Good product knowledge & Working knowledge of MS Office
Qualification : Graduation / Post graduate/Insurance specific training
Experience : 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
💡 Quick Summary
Seeking a career-building opportunity? The Key Account Manager Central Bank Branch Banking Ashiana Chambers position is now open for candidates interested in the Bank Jobs sector. This role in Patna 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.
