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