Corporate Account Manager
Published date: 2024/01/10
- Location: Lucknow, Uttar Pradesh, India
Full–time
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
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
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