Corporate Account Manager - HDFC Bank Branch Banking
- Full-time
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.
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| Relationship Management | . 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.
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| 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.
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| MIS | . Adhering to the Training Road map. . Providing timely reports to the Supervisor as per the requirement. . Adhering to the TALIC code of conduct.
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E Skills Required
| Technical |
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| Behavioral |
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| Essential | Desired |
| Interpersonal skills | . |
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| Communication skills | . |
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| Creative thinking skills |
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| Supervising/Leadership skills |
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| Teamwork Skills | . |
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| Influencing skills |
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| Relationship Building skills | . |
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| Decision making skills | . |
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| Language Skills | English, Local language |
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F Incumbent Characteristics
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| Essential | Desired |
| Qualification | Graduate | Post Graduate. |
| Experience | 1 - 3 years in Sales (Insurance / Financial Service Background) |
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| Age | Below or 30 years |
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Skills Required
Business perspective planning, Finance industry awareness, Product Subject matter expertise