3 Days Left Corporate Account Manager

3 weeks ago

Warangal, Telangana, India Tata AIA Life Insurance Full time
Job Description

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 Road map.
- 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 co-ordination and influencing skills

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