Corporate Account Manager

4 weeks ago

Panjim, Goa, India Tata AIA Life Insurance Full time
Job Description

Position Overview

Position Title:

Corporate Account Manager

Department:

HDFC Bank - Branch Banking

Level / Band:

Executive

Role Summary:

The Corporate Account Manager will provide support in the sales of life insurance business through bank customers at assigned bank branches. The role involves driving sales, building relationships, managing the sales process, and ensuring compliance with internal standards.

Organizational Relationships

Reports To:

Territory Sales Manager

Supervises:

Not Applicable (NA)

Job Dimensions

Geographic Area Covered:

Branches / Cluster

Internal Stakeholders:

- Training Team
- Branch Operations
- Distribution Operations

External Stakeholders:

- Channel Partner

Key Result Areas (KRAs)

Organization Process:

- Sales Performance:
- Drive wallet share in allocated bank branches with a focus on product mix.
- Achieve pre-set business targets such as ANP (Annualized New Premium), case count, active branches, active sales staff, and various other KPIs for designated branches.
- Work jointly with the Branch Manager to implement a business plan for growth.
- Motivate and support branch staff in collaboration with the Branch Manager and Bank Relationship Manager (RM).
- Ensure authentic documentation by tapping the right customer database within the branch.
- Business Relationship Building:
- Develop and maintain relationships with internal Bank Sales and Operations teams to meet business targets and productivity goals for the allocated branches.
- Prospect and meet customers both within and outside the branch as required.
- Develop, implement, and review short-term and long-term sales plans to achieve business targets.
- Sales Targets:
- Achieve branch RM activation targets.
- Conduct joint sales calls with the Bank Sales and Operations team to meet business goals.
- Seek commitment from the partner towards the achievement of business objectives.

Relationship Management:

- Maintain effective relationships between internal teams and channel partners to foster sales and ensure responsiveness to partner requirements.
- Act as the face of the parent company, offering all possible support to the channel partner.
- Execute marketing activities effectively based on partner requirements.
- Ensure timely issuance of policies and resolution of pending issues.
- Maintain adherence to customer touch-points to service the portfolio of customers.
- Ensure the desired persistency ratio and provide prompt post-sales service across domains.
- Strategize closely with the RM on business plan execution.

Compliance:

- Ensure compliance with internal sales processes and other company standards.
- Champion product and process knowledge, ensuring adherence to policies and procedures while cultivating a culture of compliance within the team.

MIS (Management Information System):

- Adhere to the training roadmap as prescribed.
- Provide timely and accurate reports to the supervisor as required.
- Adhere to the TALIC (Tata AIA Life Insurance) code of conduct.

Skills Required

Technical Skills:

- Expertise in life insurance products and subject matter knowledge.
- Business planning and perspective in the finance and insurance industry.
- Ability to self-manage and solve problems effectively.
- Strong peer-level coordination and influencing skills.

  • Senior Manager- Corporate Training

    5 days ago

    Panjim, Goa, India Delhivery Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    The role will lead and oversee the Corporate Excellence team taking care of training needs for the different corporate functions like Customer Service, HR etc. The core focus will be on working with stakeholders and the trainers to take care of performance related metrics training, job role related scheduled curriculum training and induction training. The...

  • Accountant

    5 days ago

    Panjim, Goa, India Cas Ant Events Private Limited Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Company DescriptionCAS ANT Events Private Limited is a renowned Event Management company that has been transforming the event industry since 1998. We have successfully planned and executed numerous leisure, wedding, and corporate events for national and international clients, demonstrating our expertise and commitment to excellence.Role DescriptionThis is a...

  • Accountant

    3 weeks ago

    Panjim, Goa, India Enigmasoft Technologies Private Limited Full time

    Position Accountant Location Goa Salary Rs 25 000 onwards Notice Immediate Joiners Will Be Preferred Qualifications - CA ICWA only apply Experience Minimum 1 years of professional experience in accounting preferably in a corporate or large-scale business environment Proven expertise in handling complex financial operations ...

  • Junior Corporate Lawyer

    2 days ago

    Panjim, Goa, India Magas Services Pvt Ltd Full time ₹ 3,00,000 - ₹ 4,20,000 per year

    Role Purpose:The Junior Corporate Lawyer will provide comprehensive legal support to MAGAS Services' operations in Goa and the UAE. The candidate will assist in drafting contracts, ensuring regulatory compliance, conducting legal research, supporting corporate transactions, and helping the senior legal team with cross-border corporate advisory, dispute...

  • Junior Accountant

    3 weeks ago

    Panjim, Goa, India Enigmasoft Technologies Private Limited Full time

    Position Junior Accountant Location Goa Salary Rs 25 000 onwards Notice Immediate Joiners Will Be Preferred Qualifications - CA ICWA only apply Experience Minimum 1 years of professional experience in accounting preferably in a corporate or large-scale business environment Proven expertise in handling complex financial operations...

  • Manager - Accounts

    9 hours ago

    Panjim, Goa, India NAVHIND PAPERS AND PUBLICATIONS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Major Duties & ResponsibilitiesEnsuring day-to-day transactions such as accounts payable, cash receipts and accounts receivable and payroll are recorded properly.Performing timely and accurate month-end journal entries and balance sheet reconciliations, ensuring that accounting schedules are updated and accurate.Ensuring proper revenue and expense...

  • Account Manager

    2 days ago

    Panjim, Goa, India KAI Aquatech, Artemis Design Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Seeking an experienced Accounts & Admin Manager (812 yrs) in Anjuna, Goa to manage accounts, compliance, and administration across our companies (KAI, Artemis) and family office. Proficiency in Tally/ERP, GST/TDS, coordination with CA/CS requiredTravel allowanceMobile bill reimbursements

  • Corporate Trainer

    3 weeks ago

    Panjim, Goa, India Xpansecafe Full time

    Xpanse Coffee is seeking a dynamic and detail-oriented Corporate Trainer to develop and implement training programs that enhance team performance and ensure operational excellence The ideal candidate will be responsible for training cafe staff baristas and managers on customer service product knowledge operational procedures and brand standards This...

  • Urgent Search Accountant

    2 weeks ago

    Panjim, Goa, India Enigmasoft Technologies Private Limited Full time

    Position Accountant Job Location Goa Salary Best in Industry Notice Immediate joiners will be preferred Experience Minimum of 4-7 years of professional experience in accounting preferably in a corporate or large-scale business environment with proven expertise in handling complex financial operations regulatory compliance and tax...

  • Accounts Manager

    2 days ago

    Panjim, Goa, India Jamsons Enterprises Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    JAMSONS IS HIRING: Accounts ManagerLocation: PanjimSalary: ₹30,000 – ₹40,000 (Based on Experience)Open For: Male & Female CandidatesExperience:5 + Years in AccountsRequirements:Strong knowledge of GST & TDS up to FinalizationHands-on accounting experienceAbility to handle financial reporting & compliance independentlyHandle Finance budgeting and...