Assistant Key Account Manager - Axis Bank Alternate Channel BB

Position Title

Assistant Key Account Manager_Branch Banking

Department

Partnership Distribution

Level/ Band

 Assistant Manager (304) 

Reports To

Area Manager

Supervises

NA

Geographic Area Covered

Zone/ Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

Organization Process

Key Contributions

Sales 

• ·       Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
• ·       Working jointly with the Branch Manager on business implementation plan
• ·       Driving and motivating the branch staff along with Citi RM and providing support for logging in applications sourced
• ·       Tapping the right database of the branch and ensure authentic documentation
• ·       Build relationship with the Citi Relationship Manager 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
• ·       Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.
• ·       Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity

Relationship 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

• ·       Coordinate and provide regular coaching support to bank’s frontline staff
• ·       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 domains
• Strategize and interact closely with the RM on business plan execution

Ensure 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 team

MIS

• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.

Risk

• Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines.  Highlight and recommend process gaps, flaws and process changes.

Technical

• Product/Subject matter expertise
• Business perspective          & planning
• Finance / Insurance industry awareness
• Self management 
• Problem solving skills
• Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Essential

Desired

Qualification

Graduate/ PG

Experience

5 - 7 years in Sales (Insurance Background)