Req For Corporate (Account) Manager
- Tata AIA Life
- 1 to 3 Yrs
- Ludhiana
- 4 years ago
- Email to a friend
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Job Description
Job Title: Corporate Account Manager (Banca Channel)
Job Description:
Role Summary:
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
- Organizational Relationships
Reports To
Territory Sales Manager
Supervises
NA
- Job Dimensions
Geographic Area Covered
Branches / Cluster
Stakeholders Internal
Training,Branch Operations
External
Distribution Operations,Channel Partner
- Key Result Areas
1.Sales
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
Working jointly with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
Prospect and meet customers within and outside the Branch as when required
To develop, agree and implement short term and long term plans to achieve sales targets
To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
Seek commitment from the partner towards achievement of business objective
2.Relationship Management
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
Provide all possible support to the channel partner as a face of parent company
Effectively execute all Marketing activities as per Partners requirement
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order to service his portfolio of customers
To maintain the desired persistency ratio
Prompt post-sales service with respect to all domains
Strategize and interact closely with the RM on business plan execution
3.Ensure Compliance
4.MIS
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct
E Skills Required
Technical
Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Self management
Problem solving skills
Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
*Communication skills
*Creative thinking skills
*Supervising/Leadership skills
*Teamwork Skills
*Influencing skills
*Relationship Building skills
*Decision making skills
Language Skills
*
English,Local Language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Post graduate
Experience
1 - 3 years in Sales (Insurance / Financial Service Background)
Employement Category:
Employement Type: Full timeIndustry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Req For Corporate (Account) Manager
Contact Details:
Company: Tata AIA LifeLocation(s): Ludhiana
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