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Corporate Account Manager Full-time Job

1 week ago Financial Services Aurangabad   11 views
Job Details

Job Description:

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Organizational Relationships:

Reports To: Territory Sales Manager

Supervises: NA

Job Dimensions:

Geographic Area Covered: Branches / Cluster

Internal Stakeholders: Training Branch Operations Distribution Operations

External: Channel Partner

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 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

Relationship Management

*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

*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.

Skills Required


Product/Subject matter expertise

Business perspective & planning

Finance / Insurance industry awareness

Self management

Problem solving skills

Peer level co-ordination and influencing skills


Essential Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Language Skills English, Local language


To help recruiter identify source of information
!!! Please carry printout of this page or mention Localwalkins.com on your resume !!!
Company Description
Tata AIG General Insurance Company Limited is a joint venture between the Tata Group and the American International Group (AIG). Tata AIG General Insurance Company Limited celebrated 18 years of service this year (2019) since it commenced operations on January 22, 2001. The company has made a mark in the industry by launching several innovative products and services over the years. Under its two main business verticals i.e. Consumer Lines and Commercial Lines, Tata AIG General Insurance Company Limited offers an extensive range of General Insurance covers that cater to various individual and business insurance needs.