Key Account Manager

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