IDFC Branch Location (Work Location) : Ratanpur | JOB DESCRIPTION: KEY ACCOUNT MANAGER | BANCASSSURANCE PARTNERSHIP A. 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 B. Organizational Relationships Reports To Cluster Manager Supervises NA C. Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal External IDFC First Bank - Channel Partner D. 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 brandSales and support to all branches assigned - complete documentation, medicals, close pending documentation.Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched - bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging 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 PartnerAid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameterAssist 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 serviceEnsure adequate customer service - grievance redressal, claim settlement, renewal etc. E Skills Required TechnicalGood product knowledgeWorking knowledge of MS Office Behavioral Essential Desired Interpersonal skillsCommunication skillsCreative thinking skillsSupervising / Leadership skillsTeamwork SkillsInfluencing skillsRelationship Building skillsDecision making skillsF Incumbent Characteristics Essential Desired 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 lpaJoin our Telegram Channel for Update Govt Job/ Corporate Job/ Scholarships
