Corporate Account Manager | HDFC Bank Branch Banking

Job Description Position Title: Corporate Account Manager Department: HDFC BB Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Reports to Territory Sales Manager Qualification : Graduate Experience: 1 - 3 years in Sales (Insurance/Financial Service Background) CTC: Up to 3.50 Lacs Key Result Areas: Sales • 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 so 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 & Reporting. • Adhering to the Training Road map. • Providing timely reports to the Supervisor as per the requirement. • Adhering to the TALIC code of conduct. 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