HDFC BB Channel

Role description

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

Reports To:

Territory Sales Manager

Geographic Area Covered :

Branches / Cluster

Internal Stakeholders :

Training/Branch Operations/Distribution Operations

External Stakeholders :

Channel Partner

Qualification : Graduate/PostGraduate

Experience :

• 3 years in Sales (Insurance/Financial Service Background)

CTC -

Upto 3.50 Lacs

Key Result Areas

Sales

• 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 mmaintain 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 Complaince

• 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.

Technical Skills Required

• Product/Subject matter expertise

• Business perspective & planning

• Finance / Insurance industry awareness

• Self management

• Problem solving skills

• Peer level co-ordination and influencing skills