4429 Relationship Jobs - Page 10

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets

Business Development Manager for Logistic business Develop & execute comprehensive sales strategies to meet revenue & expansion targets Knowledge of emerging logistics technologies Build and keep good relationships with important people at companies Required Candidate profile Marketing, with logistic Freight forwarding and cargo industry business development Locations Delhi, Mumbai, Chennai, Hyderabad. expertise to help us high-performing Business Development professional

Managing & acquisition of high net worth customer Portfolio Manage a team of RMs for a Large Private Bank Grow the Branch's Portfolio Book Cross-sale of assets products Customer acquisition through referrals Perks and benefits Excellent Salary + Sales Incentives

Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Meet & exceed revenue targets. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Perks and benefits On roll with HDFC Group Career growth

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers. Build mentor and manage strong team of sales and partners.. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Maintain Relationship with clients and customers. Generate business through the team. Lead and manage the activities of sales and marketing team. Motivate them to achieve goals. Develop and implement sales strategies. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Call or whatsapp resume on - 9274043291 SR.HR Akash Perks and benefits On roll with HDFC Group Career growth

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim

As a Life Insurance Sales in our organization, you will be responsible for promoting & selling life insurance policies directly to clients. This role offers immense growth opportunities & the chance to make a significant impact in insurance industry. Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 39 Years * Good Communications Skills * Fresher's Can't Apply

HI JOBSEEKERS GREETINGS FROM RECOUP INFO !! We are looking for talented Sales Executives ( Telesales and Field Sales) for our dynamic BPO team in Lucknow. If you have a passion for delivering outstanding Selling Skills and possess excellent communication skills, this is the perfect opportunity for you! WORK FROM OFFICE Process- Sales Executive Location - Lucknow ( Gomti Nagar ) Week Off -One Day Rotational Off Mode Of Interview -Walk-in Interview. Qualification - Only Graduates can apply. Experience: At least 6 months of Sales experience required. Key Responsibilities:- meeting with clients virtually or during sales visits demonstrating and presenting products establishing new business maintaining accurate records attending trade exhibitions, conferences and meetings reviewing sales performance negotiating contracts and packages working towards monthly or annual targets. Requirements:- Only Graduates can apply Good communication skills in English . Should Be Immediate Joiner. Candidates should be comfortable with work from office. Salary - 15 to 18K In Hand.( Depends upon the experience and interview) Performance based incentives will be there. To get your Interview aligned connect with me directly on the number given below & can share their resume on the same number - Rachit Srivastava - 8887706986 Saima- 8090893339 Durgendra- 8090893338 Supriya- 8090909719 Thanks and Regards, Rachit Srivastava Assistant Manager- HR Recoup Info #lucknow#lucknowjobs#jobs2025#immediatejoiner#freshers#graduate#undergraduate#naukri#experience#bpo#bpocallcente

Greeting from HDFC Bank!! We are hiring for Personal Banker Classic roles - Raipur and Bilaspur l Near by Job Role : Personal Banker Classic Job Location : Raipur and Bilaspur l Near By Role & responsibilities Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. Maintain Daily Sales Report • CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line • Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell. Preferred candidate profile Any Graduate or Post Graduate with minimum 3 years of experience is Preferred in sales / banking / insurance / NBFC. Please share updated resume on shivam.chouhan@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Role & responsibilities Preferred candidate profile

1.Permanent Employee of large Private Banks 2.Marketing all products of the Bank 3.Focus on Current Account & Savings Account 4.Meet customers Required Candidate profile 1.Sales and Marketing Experience. Very good freshers could also be considered 2.Graduate (Completed) 3.Should have 2 wheeler 4.Hardworking and Honest 5.Result oriented Perks and benefits Excellent benefits

New Client Acquisition and Onboarding Drive sales based on implementation of the annual plan by market mapping and subsequently identifying and acquiring corporate clients. Conduct initial rounds of negotiation on commercial terms as well as service levels. Handhold as well as represent the client through the entire process of tie up with support of reporting manager. Claim review with client on monthly basis Comparatives quotes analysis with client with value addition Client Management Interact periodically with Key Stakeholders for both existing and potential clients to build relationship and identify new business opportunity. Analyze data and chart out plans to increase revenue by looking at business potential, Loss Ratio History, competition tracking, etc. Build Long term relations with existing clients by understanding requirements and assist in resolving escalated issues. Engage in comparatives quote analysis of the competition with client and highlight value proposition from the organization. Continuously engage with the clients by organizing Wellness activities as part of value add. Internal Operation Initiating Gap analysis / Policy audit in coordination with underwriting, operation and back office support for business augmentation. Resolve service issues in the best possible manner in coordination with cross functional team/s. Ensure inwarding, policy issuance, dispatch are done as per agreed timelines. Actively involved in the leg work for best representation of a deal to the underwriters for generating competitive quote Roles and Responsibilities 2

SUMMARY Sales Representative We are seeking a dynamic and results-driven Sales Representative to join our team. The ideal candidate will be responsible for achieving sales targets, engaging with clients, conducting site visits, maintaining store presence, organizing applicator meetings, and submitting sales reports. This role requires a two-wheeler as it involves field sales. Strong communication and relationship-building skills are essential, along with a self-motivated and target-driven attitude. Location: Noida, Ghaziabad, Lucknow, Haldwani, Moradabad, Agra, Meerut, Varanasi, Jhansi, Ayodhya Responsibilities : Consistently meet and exceed assigned sales goals. Build and maintain relationships with painters, contractors, builders, architects, engineers, and other key customers to drive business growth. Conduct a minimum of two site visits daily to identify business opportunities. Spend at least two hours at the assigned store daily to engage with customers and support sales. Organize and conduct shop meetings with applicators weekly. Submit daily sales reports through the online portal. Requirements A two-wheeler is mandatory as this is a field sales role. Strong communication and relationship-building skills. Self-motivated and target-driven attitude. Qualification: Min12th Passed. Graduation preferred. Experience: Preferably 6 months to 12 months of experience in channel sales (AP/Akzo/Laminates/Ply/Electricals/Lubricants). However, fresh talents or from insurance or banking sector will also do. Benefits Net Take Home: 18k-20k inhand + Travel Allowance of 5000/-+ Lucrative Performance driven Incentives

SUMMARY Sales Representative We are seeking a dynamic and results-driven Sales Representative to join our team. The ideal candidate will be responsible for achieving sales targets, engaging with clients, conducting site visits, maintaining store presence, organizing applicator meetings, and submitting sales reports. This role requires a two-wheeler as it involves field sales. Strong communication and relationship-building skills are essential, along with a self-motivated and target-driven attitude. Responsibilities: Consistently meet and exceed assigned sales goals. Build and maintain relationships with painters, contractors, builders, architects, engineers, and other key customers to drive business growth. Conduct a minimum of two site visits daily to identify business opportunities. Spend at least two hours at the assigned store daily to engage with customers and support sales. Organize and conduct shop meetings with applicators weekly. Submit daily sales reports through the online portal. Locations: Nagpur, Kolhapur, Mumbai, Nashik, Chakan, Pimpri-Chinchwad, Pune, Amravati, Bhiwandi, Panvel Requirements A two-wheeler is mandatory as this is a field sales role. Strong communication and relationship-building skills. Self-motivated and target-driven attitude. Qualification: Min12th Passed. Graduation preferred. Experience: Preferably 6 months to 12 months of experience in channel sales (AP/Akzo/Laminates/Ply/Electricals/Lubricants). However, fresh talents or from insurance or banking sector will also do. Benefits Net Take Home: 18k-20k inhand + Travel Allowance of 5000/-+ Lucrative Performance driven Incentives

Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs)

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Achieve monthly sales targets for investment products Promote equity-based services via outbound calling Acquire & retain retail and HNI clients Handle customer queries & objections professionally Offer tailored financial solutions & advisory support Required Candidate profile - Graduate with strong sales skills. - NISM-XV certified or willing to certify. - Fluent in English, Hindi & regional language. - Preferably from stock, banking or insurance sector.

Enthusiastic and goal oriented Relationship manager. The ideal candidate will have - year of experience in Home loan and LAP products and strong bility to built and maintain client Relationship.

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

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

Partnership Distribution HDFC Bank Branch Banking Corporate Account Manager - HDFC Bank Branch Banking 1 3 JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Executive/201 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 so as to Foster sales for the company and m 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 <

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

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas 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 SkillsRequired 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

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

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