Tata AIA Life Looking for KAM – PSU Bancassurance Partnership at Haryana , Rohtak Full Time

Position title: key account manager
Department : central bank of india
Level/ band : executive
Ctc : 2.5 to 3 lacs
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
Reports to area manager

Job dimensions : • geographic area covered : branches • internal stakeholders : supervisors,ops, underwriting, legal • external stakeholders : central bank – channel partner
Qualification : graduate/postgraduate/insurance specific training
Experience: : 2 to 4 years of work experience in insurance / financial service background, public sector bank partner work experience would be preferable
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 statusTake 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 skills:

Good product knowledge
Good knowledge of ms office

Hiring insights

Job activity

Posted 30+ days ago