Job No.1
Key Account Manager – Central Bank Branch Banking
Tata AIA Life
Kolkata, West Bengal
₹3,00,000 a year
Job Description:
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
Organizational Relationships
Reports To: Area Manager
Supervises: NA
Job Dimensions
Geographic Area Covered: Branches
Stakeholders Internal: Supervisors, Ops, Underwriting, Legal.
External: Central Bank – Channel Partner
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.
Skills Required
Technical . Good product knowledge . Working knowledge of MS Office
Behavioral
Essential . Interpersonal skills . Communication skills . Creative thinking skills . Teamwork Skills . Influencing skills . Relationship Building skills . Decision making skills
Desired . Supervising / Leadership skills
Incumbent Characteristics
Essential
Qualification: Graduation
Experience: 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable.
Desired
Qualification: Post graduate/Insurance specific training
CTC: 3 LPA
Salary: 1.00-3.00 Years
Job No.2
Key Account Manager – Central Bank Branch Banking
Tata Group
Kolkata, West Bengal
₹3,00,000 a year
Job Details:
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 targetsOrganizational Relationships
Reports To: Area Manager
Supervises: NA
Job Dimensions
Geographic Area Covered: Branches
Stakeholders Internal: Supervisors, Ops, Underwriting, Legal.
External: Central Bank – Channel Partner
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 technologyEnsure 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 goalCustomer service
- Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.Skills Required
Technical
- Good product knowledge
- Working knowledge of MS OfficeBehavioral
Essential
- Interpersonal skills
- Communication skills
- Creative thinking skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making skillsDesired
- Supervising / Leadership skillsIncumbent Characteristics
Essential
Qualification: Graduation
Experience: 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable.
Desired
Qualification: Post graduate/Insurance specific training
CTC: 3 lpa
Salary Per Year: 2.00-4.00 Years
Job No.3
Corporate Account Manager – HDFC Bank Branch Banking
Tata Group – India
Kolkata, West Bengal
₹3,00,000 a year
Document
A Position Overview
Position Title
Corporate Account Manager
Department
HDFC Bank -Branch Banking
Level/ Band
Executive
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
Territory Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
Branches / Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
.Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
.Working jointly with the Branch Manager on Business Implementation plan
.Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
.Tapping the right database of the branch and ensure authentic documentation
.Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
.Prospect and meet customers within and outside the Branch as when required
.To develop, agree and implement short term and long term plans to achieve sales targets
.To achieve branch RM activation targets
.Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
.Seek commitment from the partner towards achievement of business objective
Relationship Management
.Managing the relationship between internal team and channel partner so as to
Foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner
.Provide all possible support to the channel partner as a face of parent company
.Effectively execute all Marketing activities as per Partners requirement
3.00-6.00 Years
READ ALSO THIS JOB: Insurance and Claim Administrator Job Vacancy CABCON INDIA LTD Company In Rajarhat, Kolkata, West Bengal
Job No.4
Corporate Agency Manager Banca Channel
HDFC Life Insurance Company Limited
Bhagalpur, Bihar
₹3,00,000 a year
Roles and Responsibilities
Position: Corporate Agency Manager(CAM)
Level/ Band: Executive
Roles & Responsibilities:
Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
.
Job Dimension
- Insurance/BFSI Background
- Understanding of Prospecting and Sales
- Customer Service – Problem-Solving skills
- Peer level co-ordination and influencing skills (Psychometric Test suggested)
- Qualification:
Any Graduate
- Experience:
1 year in Sales (Insurance/BFSI)
- Age
Minimum 24yrs- Maximum 38yrs.
Interested Please call +91-XXXXXXXXXX or Share your updated resume on
Salary: 1.00-4.00 Years
Job No.5
Assistant Key Account Manager
Tata AIA Life
Gariahat, Kolkata, West Bengal
₹3,00,000 a year
Position Overview:
Position Title
Insurance Sales Manager – NR & Exclusive ( AKAM – IBL NR & Exclusive)
Role Summary:
Provide support in Sales of Life Insurance business to IndusInd Bank NR & Exclusive customers in assigned locations. The NR & Exclusive channel of the Bank has high value, higher income category customers with evolved financial and investment needs.
B Organizational Relationships
Reports To
Territory Manager/ Area Manager
C Job Dimensions
Geographic Area Covered
NR & Exclusive Branches / Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
- Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
- Work jointly with the NR & Exclusive Manager on Business Implementation plan
- Drive and motivate IndusInd Bank RM and provide support for logging in application sourced
- Tap the right database of the branch and ensure authentic documentation
- Build relationship with IndusInd Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
- Prospect and meet customers within and outside the Branch
- Develop, agree and implement short term and long term plans to achieve sales targets
- Achieve NR & Exclusive RM activation targets
- Work collectively with IndusInd Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective
Relationship Management
- Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements
- Effectively execute all Marketing activities as per Partners requirement
- Ensure timely issuance of policies while resolving all pending etc.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- Maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with IndusInd Bank RM on business plan execution
Ensure Compliance
- Ensure compliance to 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
MIS
- Adhere to the Training Road map.
- Provide timely reports to the Supervisor as per the requirement.
- Adhere to Tata AIA Life code of conduct.