Key Account Manager | Central Bank Branch Banking

Position Overview

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

Organizational Relationships

Reports To : Area Manager

Job Dimensions

Geographic Area Covered : Branches

Stakeholders Internal : Supervisors, Ops, Underwriting, Legal.

External : Central Bank - Channel Partner

Key Result Areas

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

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.

Technical

• Good product knowledge

• Working knowledge of MS Office

Essential

• Interpersonal skills

• Communication skills

• Creative thinking skills

• Teamwork Skills

• Influencing skills

• Relationship Building skills

• Decision making skills

Desired

Supervising / Leadership skills

Incumbent Characteristics

Essential

Qualification : Graduation

Experience : 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable.

Desired

Qualification : Post graduate / Insurance specific training

CTC : 3 lpa