Assistant Key Account Manager IBL Affluent Banking New

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