Assistant Key Account Manager - IBL Affluent Banking
Tata AIA Life
5 - 10 years
Delhi
Posted: 17/06/2025
Job Description
Job Description
A Position Overview
Position Title | Insurance Sales Manager - Pioneer & Exclusive/VEM (AKAM - IBL Pioneer & Exclusive/VEM) |
Role Summary:
Provide support in Sales of Life Insurance business to IndusInd Bank Pioneer & Exclusive/ VEM customers in assigned locations. The Pioneer & Exclusive channel of the Bank has high value, higher income category customers with evolved financial and investment needs.
B Organizational Relationships
Reports To | Territory Manager/Area Manager |
C Job Dimensions
Geographic Area Covered | Pioneer & Exclusive Branches / Cluster / VEM Centres |
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/VEM Centre · Work jointly with the Pioneer & Exclusive Manager/VEM Executives on Business Implementation plan · Drive and motivate IndusInd Bank RM and provide support for logging in application sourced · Tap the right database of the branch and ensure authentic documentation · Build relationship with IndusInd 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 · Develop, agree and implement short term and long term plans to achieve sales targets · Achieve Pioneer & Exclusive RM activation targets · Work collectively with IndusInd 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 | · Manage business relationship between internal team and channel partner to ensure sales for the company and maintain utmost levels of responsiveness to Channel Partner requirements · Effectively execute all Marketing activities as per Partners requirement · Ensure timely issuance of policies while resolving all pending etc. · Adhere to the customer touch-point engagement in order to service his portfolio of customers · Maintain the desired persistency ratio · Prompt post-sales service with respect to all domains · Strategize and interact closely with IndusInd Bank RM on business plan execution |
Ensure Compliance | · Ensure compliance to internal sales process & other compliance standards · Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team |
MIS | · Adhere to the Training Road map. · Provide timely reports to the Supervisor as per the requirement. · Adhere to Tata AIA Life code of conduct. |
E Skills Required
Technical |
| |
Behavioral | Essential | Desired |
Interpersonal skills | · | |
Communication skills | · | |
Creative thinking skills | · | |
Supervising/Leadership skills | · | |
Teamwork Skills | · | |
Influencing skills | · |
About Company
Tata AIA Life Insurance is a joint venture between Tata Sons and AIA Group. It offers a range of life insurance, protection, and investment products, with a strong focus on long-term financial planning and digital-first services.
Services you might be interested in
One-Shot Campaign
Reach out to ideal employees in one shot!
The intelligent campaign for reaching out to the ideal audience to whom you can ask for help (guidance or referral).