HDFC BB Channel - Corporate Account Manager

Tata AIA Life Insurance

Ranipur

2d ago

Role description

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

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 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 Complaince

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

Self management

Problem solving skills

Peer level co-ordination and influencing skills

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