Corporate Account Manager - Hdfc Bank Branch Banking

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