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NaukriPosted on 2026-05-27
Tata AIA Life Insurance Logo

Assistant Key Account Manager

Tata AIA Life Insurance

DelhiFull time5-7 yearsNot disclosed

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23+Important JD
Keywords
cMISmiskpissaleBankingreportingCompliance + 15 more

Job Description

A Position Overview Position Title Assistant Key Account Manager_Branch Banking Department Partnership Distribution Level/ Band Assistant Manager (304) Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships
Reports To
Area Manager
Supervises
NA
C Job Dimensions Geographic Area Covered Zone/ 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 Citi RM and providing support for logging in applications sourced
  • Tapping the right database of the branch and ensure authentic documentation Build relationship with the Citi Relationship Manager 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 Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos. Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner Coordinate and provide regular coaching support to bank s frontline staff
  • 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. Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. 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
  • Behavioral
    Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills
    Influencing skills
    Relationship Building skills Decision making skills F Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 5 - 7 years in Sales (Insurance Background)


    Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

    About The Company

    Tata AIA Life Insurance

    Tata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata’s preeminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.

    Company Size10000+
    Founded2001 (23 yrs old)
    IndustryInsurance

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