Key Account Manager - Central Bank Branch Banking

Tata AIA Life Insurance; Bhagalpur; Sur place; INR 300 000 - 420 000; Plein temps

Résumé du poste

Tata AIA Life Insurance is seeking a Key Account Manager for the Central Bank of India partnership to drive insurance sales at bank branches in Bihar/Bhagalpur. You will visit branches, meet branch managers, explain products, and help branches achieve targets while ensuring compliance.

You will build strong relationships with bank teams, handle end-to-end documentation and medicals, coordinate with internal teams, and push digitisation and product mix initiatives.

Qualifications

• Graduation is essential.
• Post graduate/insurance specific training is desirable.
• Experience: 2 to 4 years in Insurance/Financial Services.
• Public Sector Bank partner experience would be preferable.

Responsabilités

• Visit partner branches and interact with Bank branch managers.
• Ensure sales targets are met on every parameter.
• Explain products and solutions to customers.
• Help branches achieve insurance targets with support, training and updates.
• Drive local contests and engagements to push sales.
• Maintain good relationships with Bank Branch managers and internal teams.
• Assist branches in adopting new processes and technology.
• Ensure adequate customer service including grievance redressal and renewals.

Connaissances

Interpersonal skills

Communication skills

Creative thinking

Leadership / Supervising

Teamwork

Influencing skills

Relationship building

Decision making

Formation

Graduation

Post graduate/insurance training

Outils

MS Office

Description du poste

KEY ACCOUNT MANAGER | PSU BANCASSSURANCE PARTNERSHIP

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 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.

E. Skills Required

Technical

• Good product knowledge
• Working knowledge of MS Office

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:

• Graduation

Desired:

• 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.