Corporate Account Manager

About the job

A Position Overview Position Title Corporate Account Manager Department HDFC Bank –Branch Banking Level/ Band Executive Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales · Drive wallet Share in the allocated bank branches with focus product mix. · 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 objective. Relationship Management · Managing the relationship between internal team and channel partner 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 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 Roadmap. · Providing timely reports to the Supervisor as per the requirement. · Adhering to the TALIC code of conduct. E Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self-management Problem-solving skills. Peer-level coordination 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 · Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post Graduate. Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years