Key Account Manager - Yes Bank Branch Banking
Tata AIA Life
5 - 10 years
Lucknow
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.
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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.
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