A Position Overview
Position Title
Assistant Key Account Manager_Branch Banking
Department
Partnership Distribution
Level/ Band
Assistant Manager (304)
Role Summary:
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
Supervises
C Job Dimensions
Geographic Area Covered
Internal Stakeholders
- Training
- Branch Operations
- Distribution Operations
External
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 Citi RM and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the Citi Relationship Manager 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
- Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.
- Monitor the sales momentum on sales staff and branch level.
Provide targeted coaching to uplift sales productivity
Relationship Management
- 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
- Coordinate and provide regular coaching support to bank's frontline staff
- Effectively execute all Marketing activities as per Partner's requirement
- Ensuring timely issuance of policies with resolving all pending etc.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- To maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the 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
- Adhering to the Training Road map
- Providing timely reports to the Supervisor as per the requirement
- Adhering to the TALIC code of conduct
Risk
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines
- Highlight and recommend process gaps, flaws and process changes
E Skills Required
Technical
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
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
- Qualification: Graduate/ PG
- Experience: 5 - 7 years in Sales (Insurance Background)
Desired
Skills Required
Compliance, Relationship Management, Mis Reporting, Insurance Sales, Product Expertise