Corporate Account Manager - HDFC Bank Branch Banking

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.

Relationship Management

Ensure Compliance

MIS

E Skills Required

Technical

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

Skills Required

Problem Solving Skills