Job Description

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JOB 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
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.
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.
MIS
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.
E 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
Essential
Desired
Interpersonal skills

Communication skills

About Company:
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.