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Location

Gurgaon | India

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Job description

JOB DESCRIPTION

A Position Overview

Position Title

Key Account Manager

Department

Axis Bank -Branch Banking

Level/ Band

Executive

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

B Organizational Relationships

Reports To

Cluster Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

• . Drive wallet Share in the allocated bank branches with focus product mix.
• . 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 & Bank specified persons 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

MIS

• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.

E Skills Required

Technical

• Product/Subject matter expertise
• Business perspective & planning
• Finance / Insurance industry awareness
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills

Behavioral

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

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Post Graduate

Experience

1 - 3 years in Sales (Insurance / Financial Service Background)

Age

Below or 30 years

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Job tags

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Salary