Corporate Account Manager - Hdfc BB

A

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

B

• Responsible and accountable for Channel Partners Sales/ Business

Targets for the allocated branches

• Assist /help RM to generate leads and log in prospective applications
• Driving and motivating the branch staff along with RM and providing support for logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the Relationship Manager 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
• Work collectively with RM 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

• 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

MIS

• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.

D

• Product/Subject matter expertise
• Business perspective & planning
• Finance / Insurance industry awareness
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills

Behavioral

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship

Decision making skills