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Corporate Account Manager - Hdfc Bank Branch Banking
ConfidentialAnand21 days ago
Job descriptionManaging 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. Product / Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills
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.
Relationship Management
Ensure Compliance
MIS
E Skills Required
Technical
Skills Required
Insurance, Compliance, Relationship Management, Mis Reporting, Team Coordination, Sales
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Branch Manager • Anand