Corporate Account Manager - HDFC Bank Branch Banking
Job Description
Role 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.
- 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 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.
- 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
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Language Skills
English, Local language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate.
Experience
1 - 3 years in Sales (Insurance / Financial Service Background)
Age
Below or 30 years