Job Description
Role descriptionJOB DESCRIPTIONA Position OverviewPosition TitleKey Account ManagerDepartmentFederal BankLevel
BandExecutive
209Role Summary
Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB Organizational RelationshipsReports ToCluster sales ManagerSupervisesNAC Job DimensionsGeographic Area CoveredBranches
ClusterInternal StakeholdersTrainingBranch OperationsDistribution OperationsExternalChannel PartnerD 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 jointly with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Bank Sales
operations team 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
Work collectively with Bank Sales
operations team and conduct joint sales calls as a team to achieve business nos
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 mmaintain 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 domains
Strategize and interact closely with the RM on business plan executionEnsure 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
E Skills RequiredTechnicalProduct
Subject matter expertiseBusiness perspective
planningFinance
Insurance industry awarenessSelf management Problem solving skillsPeer level co
ordination and influencing skillsBehavioralEssentialDesiredInterpersonal skills
Communication skills
BandExecutive
209Role Summary
Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB Organizational RelationshipsReports ToCluster sales ManagerSupervisesNAC Job DimensionsGeographic Area CoveredBranches
ClusterInternal StakeholdersTrainingBranch OperationsDistribution OperationsExternalChannel PartnerD 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 jointly with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Bank Sales
operations team 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
Work collectively with Bank Sales
operations team and conduct joint sales calls as a team to achieve business nos
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 mmaintain 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 domains
Strategize and interact closely with the RM on business plan executionEnsure 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
E Skills RequiredTechnicalProduct
Subject matter expertiseBusiness perspective
planningFinance
Insurance industry awarenessSelf management Problem solving skillsPeer level co
ordination and influencing skillsBehavioralEssentialDesiredInterpersonal skills
Communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Key Account Manager Federal Bank position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.