Corporate Account Manager | HDFC Bank Branch Banking |
Job Description
Position Title: Corporate Account Manager
Department: HDFC Bank -Branch Banking Level: Executive
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
Organizational Relationship:
Reports to:Territory Sales Manager
Supervises - NA
Job Dimensions:
Geographic Area Covered -Branches / Cluster
Internal Stakeholders - Training, Branch Operations, Distribution Operations
External - Channel Partner
CTC: Upto 3.50 Lacs.
Key Result Areas:
1. 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
2. Relationship Management
• Managing the relationship between internal team and channel partner so as to Foster sales for the company and mmaintain 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
3. 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
4. MIS
• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.
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
• Interpersonal skills
• Communication skills
• Creative thinking skills
• Supervising/Leadership skills
• Teamwork
• Influencing
• Relationship Building
• Decision making
• Language Skills - English, Local language
Incumbent Characteristics:
Essential: Qualification - Graduate
Desired: Qualification - Post-Graduate
Experience:
• Minimum 6 months of experience is required, Fresher is not suitable for the role.
• 1 - 3 years in Sales (Insurance / Financial Service Background)
• Age Criteria - 30 years or below
Apply Now
Position Title: Corporate Account Manager
Department: HDFC Bank -Branch Banking Level: Executive
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
Organizational Relationship:
Reports to:Territory Sales Manager
Supervises - NA
Job Dimensions:
Geographic Area Covered -Branches / Cluster
Internal Stakeholders - Training, Branch Operations, Distribution Operations
External - Channel Partner
CTC: Upto 3.50 Lacs.
Key Result Areas:
1. 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
2. Relationship Management
• Managing the relationship between internal team and channel partner so as to Foster sales for the company and mmaintain 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
3. 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
4. MIS
• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.
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
• Interpersonal skills
• Communication skills
• Creative thinking skills
• Supervising/Leadership skills
• Teamwork
• Influencing
• Relationship Building
• Decision making
• Language Skills - English, Local language
Incumbent Characteristics:
Essential: Qualification - Graduate
Desired: Qualification - Post-Graduate
Experience:
• Minimum 6 months of experience is required, Fresher is not suitable for the role.
• 1 - 3 years in Sales (Insurance / Financial Service Background)
• Age Criteria - 30 years or below