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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