A. 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
B. Organizational Relationships

Reports To

Area Manager


Supervises

NA

C. Job Dimensions

Geographic Area Covered

Branches


Stakeholders Internal

Supervisors, Ops, Underwriting, Legal


External

Central Bank - Channel Partner

D. 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 m aintain 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


Essential

Desired


Interpersonal skills





Communication skills





Creative thinking skills





Supervising / Leadership skills





Teamwork Skills





Influencing skills





Relationship Building skills





Decision making skills



F Incumbent Characteristics


Essential

Desired


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