Verified Job
Accounting - Finance
Assistant Key Account Manager IBL Affluent Banking
Accounting - Finance
#296276
Remote / WFH
Job Description
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
Branch Operations
Distribution Operations
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
• Adhere to the Training Road map.
• Provide timely reports to the Supervisor as per the requirement.
• Adhere to Tata AIA Life code of conduct.
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
Communication skills
Creative thinking skills
Supervising / Leadership skills
Influencing skills
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
Branch Operations
Distribution Operations
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
• Adhere to the Training Road map.
• Provide timely reports to the Supervisor as per the requirement.
• Adhere to Tata AIA Life code of conduct.
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
Communication skills
Creative thinking skills
Supervising / Leadership skills
Influencing skills
