Job Description

JOB DESCRIPTION: KEY ACCOUNT MANAGER | PSU BANCASSSURANCE PARTNERSHIP

1. 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
 

1. Organizational Relationships

Reports To Area ManagerSupervisesNA
 

1. Job Dimensions

Geographic Area CoveredBranchesStakeholders InternalSupervisors, Ops, Underwriting, LegalExternalCentral Bank Channel Partner

1. 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