Account Relationship Specialist

2 weeks ago

Faridabad, Haryana, India beBeeInsurance Full time ₹ 15,00,000 - ₹ 28,00,000
Job Title

A Position Overview

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

E Key Result Areas

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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