JOB DESCRIPTION : KEY ACCOUNT MANAGER PSU BANCASSSURANCE PARTNERSHIP

A.Position Overview

Position Title

KeyAccount Manager

Department

Central Bank of India

Level / Band

Executive

Role Summary :
• Visit partner branches andinteractwith Bank branch managers
• Ensure sales targets assigned are met on every parameter
• Interact with customers to explain the products and solutions
• Helpbranches mapped to her / himhelpachieveinsurance sales targets

B.Organizational Relationships

Reports To

AreaManager

Supervises

C.Job Dimensions

Geographic Area Covered

Branches

StakeholdersInternal

Supervisors,Ops, Underwriting, Legal

External

Central Bank - Channel Partner

D.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 productsand 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 withBankBranch manager - interact with him regularly to assess businessstatus. 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.

E Skills Required

Technical
• Good product knowledge
• Working knowledge of MS Office

Behavioral