Key Account Manager - Yes Bank Branch Banking

Tata AIA Life

5 - 10 years

Bhopal

Posted: 28/06/2025

Job Description



Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment,

where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A Position Overview



Position Title

Key Account Manager

Department

Yes Bank Branch Banking

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

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 & 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

·

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).