Corporate Account Manager

Job Description

Role 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

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