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TA

Assistant Key Account Manager - Virtual Bancassurance HDFC

Tata AIA Life Insurance
🇮🇳 India
On-site
Manager or above
2 months ago
  • MS Office
  • Excel

Not enough detail in this posting to match

A Position Overview

Position Title

Assistant Key Account Manager – HDFC Asset Channel

Department

HDFC Relationship Channel

Level/ Band

AM

Grade

304

 

B            Organizational Relationships

Reports To                                                  

Area Manager

Supervises

 

 

C           Job Dimensions

Geographic Area Covered

HDFC Bank Relationship 

Stakeholders                                           Internal

HDFC Bank Relationship Supervisors 

                                                             External

 

 

D          Key Result Areas

Organization process

Key contributions

Frequency

Training 

  • Prepare training material for New Phone Bankers
  • Certification/ Motivation of Phone bankers 
  • Timely Completion of training 
  • Coaching callers based on quality scores for improvement
  • Training to improve sales

Daily / Monthly

Quality Evaluations

  • Ensure     Quality Lead generation from the Phone Banker 
  • Ensure regular monitoring of quality of calls and completion of monitoring within defined timelines
  • Timely feedback to caller
  • Collect customer feedback and review scripts regularly 
  • Conducting Monthly certifications for the unit to assess product/process/ system.
  • Analyze the training requirements bases the feedback shared.

 

 

 

 

 

Daily / Monthly 

MIS

  • Prepare the Quality MIS 
  • Ensure the MIS is published to the relevant stakeholders on time.

Daily/ Weekly/ Monthly

Others 

  • Assist in preparation of process notes or system requirements
  • Projects to improve overall lead quality

 

 

E           Skills Required

Technical

  • Good Knowledge of MS Office / MS Excel 

Behavioral 

 

 

 

Essential

Desired

Interpersonal skills

 
  •  
 

 

Communication skills

 
  •  
 

 

Creative thinking skills

 
  •  
 

 

Supervising/Leadership skills

 
  •  
 

 

Teamwork Skills

 
  •  
 

 

Influencing skills

 
  •  
 

 

Relationship Building skills

 
  •  
 

 

Decision making skills

 
  •  
 

 

Advance Excel skills

 
  •  
 

 

 

F         Incumbent Characteristics

 

Essential

Desired

Qualification

Graduation

Post-Graduation

Experience

At least 3-5 years of experience in call centre industry, in Quality / Training process.

Any industry

 

 

 

Assistant Key Account Manager - Virtual Bancassurance HDFC · Tata AIA Life Insurance

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