Assistant Key Account Manager

Job Description

A Position Overview

Position Title

Insurance Sales Manager - Pioneer & Exclusive/VEM (AKAM - IBL Pioneer & Exclusive/VEM)

Role Summary:

Provide support in Sales of Life Insurance business to IndusInd Bank Pioneer & Exclusive/ VEM customers in assigned locations. The Pioneer & 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

Pioneer & Exclusive Branches / Cluster / VEM Centres

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/VEM Centre

· Work jointly with the Pioneer & Exclusive Manager/VEM Executives 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 Pioneer & 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.

E Skills Required

Technical
• Ability to interact and conduct sales call with high value, higher income category leads which could include Pioneer and Exclusive customers of the Bank
• Banking, financial services industry, business perspective & planning exposure
• Product/Subject matter expertise
• Organisational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising/Leadership skills

·

Teamwork Skills

·

Influencing skills