Job Description

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

    ·

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