Job Description

A Position Overview

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.

B Organizational Relationships

Reports To

Territory Sales Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

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.

Relationship Management

· Managing the relationship between internal team and channel partner 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

· Adhering to the Training Road map.


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


· Adhering to the TALIC code of conduct.

E 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

    • Behavioral

    Essential

    Desired

    Interpersonal skills

    ·

    Communication skills

    ·

    Creative thinking skills

    ·

    Supervising/Leadership skills

    ·

    Teamwork Skills

    ·

    Influencing skills

    ·

    Relationship Building skills

    ·

    Decision making skills

    ·

    Language Skills

    English, Local language

    F Incumbent Characteristics

    Essential

    Desired

    Qualification

    Graduate

    Post Graduate.

    Experience

    1 - 3 years in Sales (Insurance / Financial Service Background)

    Age

    Below or 30 years

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