Key Account Manager - Branch Banking Emerging - IDFC First Bank
- MS Office
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A. PositionOverview
Position Title | Executive Key Account Manager - Branch Banking Emerging - IDFC First Bank |
Department | IDFC First Bank |
Level/ Band | Executive 304 |
Role Summary:
- Visit partnerbranches and interact with Bank branch managers
- Ensure salestargets assigned are met on every parameter
- Interact withcustomers to explain the products and solutions
- Help branchesmapped to her/him help achieve insurance sales targets
B. OrganizationalRelationships
Reports To | Cluster Manager |
Supervises | NA |
C. JobDimensions
Geographic Area Covered | Branches |
Stakeholders Internal | Supervisors, Ops, Underwriting, Legal |
Stakeholders External | IDFC First Bank – Channel Partner |
D. KeyResult Areas
Partner and Client Management
| · Exceeding branch level targets (NB, renewal, STP, digitization, 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 and motivate them to maintain productivity · Managing the relationship between internal team and channel partner 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. · Align partner to ensure both teams are working towards the same goal |
Customer service | · Ensure adequate customer service – grievance redressal, claim settlement, renewal etc. |
E. SkillsRequired
Technical | · Good product knowledge · Working knowledge of MS Office | |
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 |
| · |
Teamwork Skills | · |
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Influencing skills | · |
Key Account Manager - Branch Banking Emerging - IDFC First Bank · Tata AIA Life Insurance