Job Description
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
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
💡 Quick Summary
Seeking a career-building opportunity? The Key Account Manager | Tata AIA Life position is now open for candidates interested in the Counter Sales Jobs sector. This role in Kolkata 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 Counter Sales Jobs is a plus.
