Corporate Account Manager

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
· Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
· Working joi ntly 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