Corporate Account Manager

2 weeks ago


Patna, Bihar, India Tata AIA Life Insurance Full time

Job Title: Corporate Account Manager

Job Summary:

We are seeking a highly motivated and experienced Corporate Account Manager to join our team at HDFC Bank Branch Banking. The successful candidate will be responsible for providing support in sales of life insurance business through bank customers at bank branches across assigned locations.

Key Responsibilities:

  • Drive wallet share in allocated bank branches with focus on product mix.
  • Achieve pre-set business targets on ANP, case count, active branch, active sales staff, and various KPIs for designated branches.
  • Work jointly with the Branch Manager on business implementation plan.
  • Drive and motivate branch staff along with Bank RM and provide support for logging in applications sourced.
  • Tap the right database of the branch and ensure authentic documentation.
  • Build relationship with Bank Sales/operations team and ensure business targets and productivity targets of allocated branches are met effectively.
  • Prospect and meet customers within and outside the branch as required.
  • Develop, agree, and implement short-term and long-term plans to achieve sales targets.
  • Achieve branch RM activation targets.
  • Work collectively with Bank Sales/operations team and conduct joint sales calls as a team to achieve business numbers.
  • Seek commitment from the partner towards achievement of business objectives.

Requirements:

  • Product/subject matter expertise.
  • Business perspective and planning.
  • Finance/insurance industry awareness.
  • Self-management.
  • Problem-solving skills.
  • Peer-level coordination and influencing skills.

Preferred Qualifications:

  • Interpersonal skills.
  • Communication skills.

Language: English


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