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Company Name : Tata AIA Life
Location : Mumbai, Maharashtra
Position : KAM – PSU Bancassurance Partnership
Job Description : “Position Title: Key Account Manager Department : Central Bank of India Level/ Band : Executive CTC : 2.5 to 3 lacs 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 • Reports To Area Manager Job Dimensions : • Geographic Area Covered : Branches • Internal Stakeholders : Supervisors,Ops, Underwriting, Legal • External Stakeholders : Central Bank – Channel Partner Qualification : Graduate/PostGraduate/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 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 Skills: • Good product knowledge • Good knowledge of MS Office
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