Key Account Manager - Federal Bank @ Kotak Mahindra Bank

Job Description

JOB DESCRIPTION

A         Position Overview

• Position Title Key Account Manager
• Department Federal Bank
• Level/ Band Executive/209

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 sales 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  mmaintain 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)  

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Keyskills:   sales pd insurance sales bancassurance insurance