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Tata Group
Job Descripti
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.
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