Key Account Manager Central Bank Branch Banking Patna Ashiana Chambers

Job Description

Position Title : Key Account Manager

Department : Central Bank of India

Level/ Band : Executive

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

Geographic Area Covered : Branches

Stakeholders Internal : Supervisors, Ops, Underwriting, Legal

External : Central Bank - Channel Partner

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 status. Take 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
• 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 status. Take 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 PartnerAid 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 : Good product knowledge & Working knowledge of MS Office

Qualification : Graduation / Post graduate/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