Assistant Key Account Manager - Virtual Bancassurance Hdfc (NRI)

Tata AIA Life Insurance; Kolkata District; On-site; INR 300,000 - 450,000; Full time

Job summary

Tata AIA Life Insurance is seeking a sales-focused professional to drive bancassurance collaboration with HDFC, achieve branch and channel targets, and provide post-sales service. The role emphasizes relationship building with bank staff and ensuring timely policy issuance.

Ideal candidates have 4–6 years in insurance, preferably Bancassurance or banca call centers, and are below 35 years of age. This position involves field and office activities across the Kolkata area.

Qualifications

• 4–6 years of experience in insurance, preferably Bancassurance or banca call centers.
• Age up to 35 years.

Responsibilities

• Achieve preset business targets on WNBP, persistency, case count, active branch and KPIs for branches.
• Drive and motivate bank staff and support logging applications sourced.
• Build relationships with HDFC unit staff to meet targets and productivity.
• Conduct joint sales calls with HDFC staff to reach business goals.
• Ensure timely policy issuance and post-sales servicing.

Skills

Banking sales

Channel partner management

Customer relationship

Target driven

Tools

CRM software

Job description

Role & responsibilities

• Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
• Working jointing with the Unit Head/Bank Supervisors on Business Implementation plan
• Driving and motivating the Bank staff and providing support for logging in applications sourced
• Tapping the right database of the unit/Centre and ensure authentic documentation
• Build relationship with the HDFC unit/centre staff and ensure the business targets and Productivity targets of the allocated unit/centre are met effectively
• Prospect and meet customers within and outside the unit as when required
• To develop, agree and implement short term and long term plans to achieve sales targets
• To achieve unit/centre staff activation targets
• Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.
• Seek commitment from the partner towards achievement of business objective

• 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 post HDFC Bank 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 HDFC branch manager on business plan execution

• Ensure compliance with internal sales process & other compliance standards
• Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team

Preferred candidate profile

At least 4-6 years of experience in insurance industry preferably Banca / Banca Call center industry. Age up to 35 Yrs and below