2 - 4 Years
Siliguri
Role description
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
- 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
: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.
Technical Skills Required
- Good product knowledge
- Good knowledge of MS Office
