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Posted 09 July, 2026

Assistant Key Account Manager - Virtual Bancassurance HDFC

Tata AIA Life Insurance
Coimbatore, TN, IN Full Time
Reference: e6a99d9cfc672af3

Job Description

A Position Overview

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Position Title

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Assistant Key Account Manager – HDFC Asset Channel

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Department

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HDFC Relationship Channel

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Level/ Band

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AM

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Grade

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304

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B Organizational Relationships

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Reports To

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Area Manager

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Supervises

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C Job Dimensions

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Geographic Area Covered

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HDFC Bank Relationship

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Stakeholders Internal

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HDFC Bank Relationship Supervisors

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External

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D Key Result Areas

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Organization process

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Key contributions

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Frequency

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Training

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  • Prepare training material for New Phone Bankers
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  • Certification/ Motivation of Phone bankers
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  • Timely Completion of training
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  • Coaching callers based on quality scores for improvement
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  • Training to improve sales
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    Daily / Monthly

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    Quality Evaluations

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  • Ensure Quality Lead generation from the Phone Banker
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  • Ensure regular monitoring of quality of calls and completion of monitoring within defined timelines
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  • Timely feedback to caller
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  • Collect customer feedback and review scripts regularly
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  • Conducting Monthly certifications for the unit to assess product/process/ system.
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  • Analyze the training requirements bases the feedback shared.
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    Daily / Monthly

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    MIS

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  • Prepare the Quality MIS
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  • Ensure the MIS is published to the relevant stakeholders on time.
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    Daily/ Weekly/ Monthly

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    Others

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  • Assist in preparation of process notes or system requirements
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  • Projects to improve overall lead quality
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    E Skills Required

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    Technical

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  • Good Knowledge of MS Office / MS Excel
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    Behavioral

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    Essential

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    Desired

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    Interpersonal skills

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    Communication skills

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    Creative thinking skills

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    Supervising/Leadership skills

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    Teamwork Skills

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    Influencing skills

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    Relationship Building skills

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    Decision making skills

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    Advance Excel skills

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    F Incumbent Characteristics

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    Essential

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    Desired

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    Qualification

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    Graduation

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    Post-Graduation

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    Experience

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    At least 3-5 years of experience in call centre industry, in Quality / Training process.

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    Any industry

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