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Corporate Account Manager

1.00 to 4.00 Years   Bhubaneswar   17 Nov, 2020
Job LocationBhubaneswar
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsOrganizational Relationships:Reports To: Territory Sales ManagerSupervises: NAJob Dimensions:Geographic Area Covered: Branches / ClusterInternal Stakeholders: Training Branch Operations Distribution OperationsExternal: Channel PartnerKey Result AreasOrganization ProcessKey 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 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 objectiveRelationship 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 executionEnsure 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 teamMIS*Adhering to the Training Road map.*Providing timely reports to the Supervisor as per the requirement.*Adhering to the TALIC code of conduct.Skills RequiredTechnicalProduct/Subject matter expertiseBusiness perspective & planningFinance / Insurance industry awarenessSelf managementProblem solving skillsPeer level co-ordination and influencing skillsBehavioralEssential DesiredInterpersonal skillsCommunication skillsCreative thinking skillsSupervising/Leadership skillsTeamwork SkillsInfluencing skillsRelationship Building skillsDecision making skillsLanguage Skills English, Local languageIncumbent CharacteristicsQualification Graduate Post Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background)Location:Brahmapore,Balasore,Kalyani

Keyskills :
relationship managementfinancebusiness perspectivesales processproblem solvingloggingclusterrelationship buildingterritory salesenglishlife insurancebranch operationsthinking skillssaleshiscommunication skillslanguage skillsmisinterperso

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