Job Description

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

    Area Manager

    Supervises

    NA

    C Job Dimensions

    Geographic Area Covered

    Zone/ Cluster

    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

  • · 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 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 ensures 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

    Desired

    Qualification

    Graduate/ PG

    Experience

    5 - 7 years in Sales (Insurance Background)

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