Tata AIA Life Hiring for KAM – PSU Bancassurance Partnership at Dhanbād Full Time

Department : Central Bank of India

Level/ Band : Executive

CTC : 2.5 to 3 lacs

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
• Reports To Area Manager

Job Dimensions : • Geographic Area Covered : Branches • Internal Stakeholders : Supervisors,Ops, Underwriting, Legal • External Stakeholders : Central Bank – Channel Partner

Qualification : Graduate/PostGraduate/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

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 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 & motivate them to maintain productivity
• 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
• 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.
• Allign partner to ensure both teams are working towards the same goal

Customer Service

• Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

Skills Required:

Technical Skills:

• Good product knowledge
• Good knowledge of MS Office