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Verified Job Accounting - Finance

Assistant Key Account Manager - Yes Bank Branch Banking

Indore, Madhya Pradesh
views
Accounting - Finance
#692692
Remote / WFH

Job Description

Role descriptionJoin Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.A.Position OverviewPosition TitleAssistant Key Account Manager - Yes Bank Branch BankingDepartmentPartnership DistributionLevel/BandAssistant Managers/304Role 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 RelationshipsReports ToTM/RM/RSMSupervisesNAJob DimensionsGeographic Area CoveredBranches / ClusterStakeholders InternalTrainingBranch OperationsDistribution OperationsStakeholders ExternalChannel PartnerC.Key Result AreasOrganization ProcessKey ContributionsSales .Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches.Working jointing with the Branch Manager on Business Implementation plan.Driving and motivating the branch staff and providing support for logging in applications sourced.Tapping the right database of the branch and ensure authentic documentation.Build relationship with the Sales/ operations/Relationship teams 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 Seek commitment from the partner towards achievement of business objectiveRelationship 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 domainsEnsure 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 teamMIS.Adhering to the Training Road map..Providing timely reports to the Supervisor as per the requirement..Adhering to the TALIC code of conduct.D.Skills RequiredTechnicalAbility to interact and conduct sales call with high value, higher income category leads which could include Pioneer and Exclusive customers of the BankBanking, financial services industry, business perspective & planning exposureProduct/Subject matter expertiseOrganisational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality workBehavioralEssentialDesiredInterpersonal skills.Communication skills.Creative thinking skills.Supervising/Leadership skills.Teamwork Skills
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