Job Description

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

Supervises: NA

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.

Skills Required

Technical
• Good product knowledge
• Working knowledge of MS Office

Behavioral

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