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Assistant Key Account Manager - Virtual Bancassurance Hdfc

Tata AIA Life Insurance · Kolkata, West Bengal, India

~₹6L (est.)1–6 yrs experiencefull_timePosted 2w ago
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Job description

**Role & responsibilities** - Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches - Working jointing with the Unit Head/Bank Supervisors on Business Implementation plan - Driving and motivating the Bank staff and providing support for logging in applications sourced - Tapping the right database of the unit/Centre and ensure authentic documentation - Build relationship with the HDFC unit/centre staff and ensure the business targets and Productivity targets of the allocated unit/centre are met effectively - Prospect and meet customers within and outside the unit as when required - To develop, agree and implement short term and long term plans to achieve sales targets - To achieve unit/centre staff activation targets - Work collectively with HDFC staff 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 post HDFC Bank 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 HDFC branch manager on business plan execution - Ensure compliance with internal sales process & other compliance standards - Should be process & product champion to ensure 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. - 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. **Preferred candidate profile** At least 4-6 years of experience in insurance industry preferably Banca / Banca Call center industry. Age up to 35 Yrs and below