Key Account Manager - Central Bank Branch Banking

Tata AIA Life Insurance; Navi Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Tata AIA Life Insurance is seeking a Key Account Manager to manage central bank channel partnerships in Navi Mumbai. You will visit partner branches, engage branch managers, explain insurance products, and help branches meet sales targets.

You will drive local contests, coordinate with Area Manager, ensure proper documentation, and maintain strong relationships with bank teams to promote the Tata AIA Life brand and deliver results.

Qualifications

• Strong knowledge of insurance products and bank-channel partnerships.
• Proficient in MS Office and data handling.
• Excellent communication and relationship management with branch staff.

Responsibilities

• Visit partner branches and interact with bank branch managers.
• Ensure sales targets are met for all parameters.
• Explain products and solutions to customers.
• Support branches in achieving insurance targets and maintain documentation.
• Foster relationships with bank branch teams and channel partners.
• Promote the Tata AIA Life brand at branches and drive local engagement.

Skills

Good product knowledge

Tools

MS Office

Job 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

External - Central Bank Channel Partner

Key Result Areas

• 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, medials, 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 Partner Management and Client
• 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
• Ensure adequate customer service grievance redressal, claim settlement, renewal etc.

Skills Required

• Good product knowledge
• Working knowledge of MS Office