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Job Overview

Category

CA, CFA, CMA, MBA, MCOM/BCOM, OTHERS

Job Role

Investment Banking

Gender preferred

No Preferences

Work preferred

Work from Office

Qualification

Graduation

Any Graduation

Post Graduation

Any Post Graduation

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





  • Ability to interact and conduct sales call with high value, higher income category leads which could include Pioneer and Exclusive customers of the Bank

  • Banking, financial services industry, business perspective & planning exposure

  • Product/Subject matter expertise

  • Organisational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work








Behavioral




Essential




Desired







Interpersonal skills





  • ·









Communication skills





  • ·









Creative thinking skills





  • ·









Supervising/Leadership skills






  • ·








Teamwork Skills





  • ·









Influencing skills





  • ·









Relationship Building skills





  • ·









Decision making skills





  • ·









Language Skills




English, Local language









F Incumbent Characteristics







Essential




Desired







Qualification




Graduate




PG







Experience




4 - 6 years in Sales (Insurance / Financial Service Background)









Skills

InsuranceSalesOperationsDistributionMarketingComplianceMIS

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