Job Description

Role description Document JOB DESCRIPTION: KEY ACCOUNT MANAGER | PSU BANCASSSURANCE PARTNERSHIP A.Position Overview Position Title KeyAccount Manager Department Central Bank of India Level/ Band Executive Role Summary: -Visit partner branches andinteractwith Bank branch managers -Ensure sales targets assigned are met on every parameter -Interact with customers to explain the products and solutions -Helpbranches mapped to her/himhelpachieveinsurance sales targets B.Organizational Relationships Reports To AreaManager Supervises NA C.Job Dimensions Geographic Area Covered Branches StakeholdersInternal 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 productsand 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 withBankBranch manager - interact with him regularly to assess businessstatus. 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 Behavioral

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