Assistant Key Account Manager - Yes Bank Branch Banking
Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our visionis to be the pre-eminent protection provider enabling dreams and inspiringhealthier, happier lives.
We foster a culture of innovation, inclusivity, andcontinuous learning, offering dynamic career growth opportunities and asupportive work environment. Recognized as a "Great Place to Work"and recipient of the Kincentric Best Employer Award, we are committed toemployee satisfaction and holistic well-being. Our core value, "People -Our Core," emphasizes our dedication to inspiring our employees to be anddeliver their very best. Our aim is to attract, hire and develop highlycapable 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. Ourpromise to you is to provide for a diverse, equitable, and inclusive workenvironment, where each employee is valued as an individual and treated withrespect, care, and compassion.
Fuel your future with us, findyour wings, and S.O.A.R. – Shape opportunities, Optimize your potential,Accomplish meaningful work, and Reap holistic growth.
A. Position Overview
Position Title | Assistant Key Account Manager – Yes Bank Branch Banking |
Department | Partnership Distribution |
Level/Band | Assistant Managers/304 |
Role Summary:
- Providesupport in Sales of Life Insurance business to IndusInd Bank Pioneer &Exclusive/ VEM customers in assigned locations. The Pioneer & Exclusivechannel of the Bank has high value, higher income category customers withevolved financial and investment needs.
B. Organizational Relationships
Reports To | TM/RM/RSM |
Supervises | NA |
Job Dimensions
Geographic Area Covered | Branches / Cluster |
Stakeholders Internal
| Training |
Branch Operations | |
Distribution Operations | |
Stakeholders External | Channel Partner |
C. Key Result Areas
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 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 objective |
Relationship Management | · Managing the relationship between internal team and channel partner so as to Foster sales for the company andmaintain 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 domains
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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. |
D. Skills Required
Technical |
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Behavioral |
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| Essential | Desired |
Interpersonal skills | · |
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Communication skills | · |
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Creative thinking skills |
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Supervising/Leadership skills |
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Teamwork Skills |
Assistant Key Account Manager - Yes Bank Branch Banking · Tata AIA Life Insurance