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
Reports To : Territory Sales Manager
Geographic Area Covered : Branches / Cluster
Internal Stakeholders : Training / Branch Operations / Distribution Operations
External Stakeholders : Channel Partner
Qualification : Graduate / PostGraduate
Experience : 1 - 3 years in Sales (Insurance / Financial Service Background)
CTC - Upto 3.50 Lacs
Age Limit : Age upto 30 years
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
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
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
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.
Technical Skills Required
Product / Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Problem solving skills
Peer level co-ordination and influencing skills