Job Description
JOB DESCRIPTION: KEY ACCOUNT MANAGER | PSU BANCASSSURANCE PARTNERSHIP
- Position Overview
Position TitleKey Account ManagerDepartmentCentral Bank of India Level/ BandExecutive
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 ManagerSupervisesNA
- Job Dimensions
Geographic Area CoveredBranchesStakeholders InternalSupervisors, Ops, Underwriting, LegalExternalCentral 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.
E Skills Required
Technical
- Good product knowledge
- Working knowledge of MS Office
- Behavioral EssentialDesired Interpersonal skills
- Communication skills
- Creative thinking skills
- Supervising / Leadership skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making skills
F Incumbent Characteristics
EssentialDesiredQualificationGraduation
Post graduate/Insurance specific training
Experience2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
Jalpaiguri