Role description

Position Title : Assistant Key Account Manager – Citi Branch Banking

Department : Partnership Distribution

Level/ Band : Assistant Manager (301)

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

Reports To : Area Manager

Geographic Area Covered: Zone/ Cluster

Internal Stakeholders :Training / Branch Operations / Distribution Operations

External : Channel Partner

Key Result Areas

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 along with Citi RM and providing support for logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the Citi Relationship Manager 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 Citi RM and conduct joint sales calls as a team to achieve business
• Seek commitment from the partner towards achievement of business objective

Relationship Management

·         Managing the relationship between internal team and channel partner so as toFoster 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

MIS

• Adhering to the Training Road
• Providing timely reports to the Supervisor as per the
• Adhering to the TALIC code of conduct.
• Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes

Risk

• Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined Highlight and recommend process gaps, flaws and process changes

Technical 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

Qualification : Graduate/ PG

Experience : 4 – 6 years in Sales (Insurance Background)