Corporate Account Manager

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