Key Account Manager - IDFC First Bank

 

Key Account Manager - IDFC First Bank

Tata AIA Life

Narasaraopet, India

Job Description

• JOB DESCRIPTION: KEY ACCOUNT MANAGER |                                                                        BANCASSSURANCE PARTNERSHIP

Position Overview

Position Title

• Key Account Manager

Department

• IDFC First

Level/ Band

• Executive

Role Summary : 

• Visit partner branches and interact with Bank branch managers
• Ensure sales targets assigned are met on every parameter
• Interact with customers to explain the products and solutions
• Help branches mapped to her/him help achieve insurance sales targets 

Organizational Relationships
Reports To                        

• Cluster Manager

Supervises

• NA

Job Dimensions
Geographic Area Covered

External

• IDFC First Bank - Channel Partner

Key Result Areas

• Partner and Client Management

• Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)
• Interact with the Bank branch teams and customers to explain the products and promote the brand 
• Sales and support to all branches assigned - complete documentation, medicals, close pending documentation. 
• Drive local contests and engagements to engage teams
• Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life
• Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
• 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

• Aid the bank branches to adopt new processes and technology

Ensure sales targets assigned are met on every parameter

• Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. 
• Allign partner to ensure both teams are working towards the same goal

Customer service

• Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. 

Skills Required
Technical

• Good product knowledge 
• Working knowledge of MS Office

Qualification

• Graduation
• Post graduate/Insurance specific training

Experience

• 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable

CTC

• 3.5 lpa

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