Corporate Account Manager - Hdfc Bank Branch Banking

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 bankbranches 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