Corporate Account Manager Full-time Job1 week ago - Financial Services - Aurangabad - 11 views
Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
Reports To: Territory Sales Manager
Geographic Area Covered: Branches / Cluster
Internal Stakeholders: Training Branch Operations Distribution Operations
External: Channel Partner
Key Result Areas
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 Bank RM and providing support for logging in applications sourced
*Tapping the right database of the branch and ensure authentic documentation
*Build relationship with the Bank Sales/ operations team 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
*Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
*Seek commitment from the partner towards achievement of business objective
*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
*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 Strategize and interact closely with the RM on business plan execution
*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
*Adhering to the Training Road map.
*Providing timely reports to the Supervisor as per the requirement.
*Adhering to the TALIC code of conduct.
Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Problem solving skills
Peer level co-ordination and influencing skills
Creative thinking skills
Relationship Building skills
Decision making skills
Language Skills English, Local language
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