Job Description

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 \xe2\x80\x93 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 \xe2\x80\x93 complete documentation, medicals, close pending documentation.
Drive local contests and engagements to engage teams
Keep track of all contests and initiatives launched \xe2\x80\x93 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 m aintain 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 \xe2\x80\x93 grievance redressal, claim settlement, renewal etc.

E Skills Required



Technical


Good product knowledge
Working knowledge of MS Office



Behavioral



Essential

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

Desired



Qualification

Graduation

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