- Position Overview
- Interact with Bank's cluster head & bank employees and manage them on daily basis
- Branches directly mapped to him/her.
- Manage RMs mapped to him to help them achieve sales targets
- Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team, maintains & drives compliance at the zone.
- Organizational Relationships
- Job Dimensions
- Key Result Areas
- Provide guidance &support to Bank's employee, TATA AIA KAMs and all stakeholders in terms of submissions, issuance , pending resolve etc
- Maintain good relationship with Bank's Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
- Maintain persistency by monitoring case size & healthy product mix
- Ensure that they are meeting their team targets as well as individual sales targets
- 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
- Regularly interact with HR to ensure that recruitment is as per plan
- Ensure that KAMs meet their respective targets which will promote them to the next level
- Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them
- Skills Required
- Good Knowledge of MS Office
- Incumbent Characteristics
-
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Key Account Manager - Kaithal, India - Tata AIA Life Insurance
Description
Position Title
Cluster Sales Manager
Department
AXIS Bank –Branch Banking
Level/ Band
Assistant Manager / 306
Role Summary : Dual responsibility of direct sourcing as well as team management.
Reports To
Circle Head
Supervises
KAMs
Geographic Area Covered
Zone/s
Stakeholders Internal
Supervisors, RMs, Ops, Underwriting
External
Bank – Channel Partner
Interact with Bank branch employee, Bank's Cluster Head to help them achieve sales targets & , while ensuring that the persistency & productivity is maintained
Ensure Recruitment is as per plans
Monitor the performance of RMs to promote them to the next level
Maintain & drive compliance at the zone
Top Line Growth/Business Enablement
Achievement of NB Premium target, KAM Activation and Product mix
Business Enablers
Sales activity management, renewal collection, and high level relationship
mapping with bank staff (very important)
Risk
'Own-up' the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.
Technical
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
·
Teamwork Skills
·
Influencing skills
·
Relationship Building skills
·
Decision making skills
·
Essential
Desired
Qualification
Graduation
Management background preferred
Experience
Should have at least 6years' experience of banca sales with at least 2 years' experience in leading teams.
. The incumbent also preferably needs to have knowledge of retail sales in the insurance parlance.
