Key Account Manager

About the job

A Position Overview Position Title Key Account Manager Department Yes Bank Branch Banking Level/ Band Executive/209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager C Job Dimensions Geographic Area Covered Branches / Cluster 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 Bank RM and providing support for logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the 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 as when required · To develop, agree and implement short term and long term plans to achieve sales targets · To achieve branch RM activation targets · Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business numbers. 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 · Provide all possible support to the channel partner as a face of parent company · Effectively execute all Marketing activities as per Partners 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.