A Position Overview







Position Title



Corporate Account Manager





Department



HDFC Bank \xe2\x80\x93Branch 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

Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working joi ntly 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

Managing the relationship between internal team and channel partner so as to
Foster sales for the company and m 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