Key Account Manager - Yes Bank Branch Banking

Position Title

Key Account Manager

Department

Yes Bank Branch Banking

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

B            Organizational Relationships

Reports To

Regional 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

•       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

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