TA

Assistant Key Account Manager - Virtual Bancassurance Hdfc

Tata AIA Life Insurance
Delhi3-5 LPA Posted 5 May 2025
FULL TIME
Training
Ms Excel
Quality Assurance
Bancassurance

Job Description

Prepare training material for New Phone Bankers

  • Certification/ Motivation of Phone bankers
  • Timely Completion of training
  • Coaching callers based on quality scores for improvement
  • Training to improve sales

Daily / Monthly - Quality Evaluations

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

Daily / Monthly - MIS

  • Prepare the Quality MIS
  • Ensure the MIS is published to the relevant stakeholders on time

Daily/ Weekly/ Monthly - Others

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

E. Skills Required

Technical

  • Good Knowledge of MS Office / MS Excel

Behavioral

Essential / Desired

  • Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Supervising/Leadership skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills
  • Advance Excel skills

F. Incumbent Characteristics

Essential / Desired

  • Qualification: Graduation
  • Post-Graduation: Desired
  • Experience: At least 3-5 years of experience in call centre industry, in Quality / Training process. Any industry
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