JOB DESCRIPTION: KEY ACCOUNT MANAGER | PSU BANCASSURANCE PARTNERSHIP
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.
Skills Required
Technical
· Good product knowledge
· Working knowledge of MS Office
Behavioral
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Qualification
Graduation
Post graduate/Insurance specific training
Experience
2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
CTC
3 lpa