Corporate Account Manager HDFC Bank Branch Banking

Job Description

Position Title: Corporate Account Manager

Department: HDFC Bank -Branch Banking Level: Executive

Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Organizational Relationship:

Reports to:Territory Sales Manager

Supervises - NA

Job Dimensions:

Geographic Area Covered -Branches / Cluster

Internal Stakeholders - Training, Branch Operations, Distribution Operations

External - Channel Partner

CTC: Upto 3.50 Lacs.

Key Result Areas:

1. 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

2. Relationship Management

• Managing the relationship between internal team and channel partner so as to Foster sales for the company and mmaintain 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

3. 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

4. MIS

• Adhering to the Training Road map.

• Providing timely reports to the Supervisor as per the requirement.

• Adhering to the TALIC code of conduct