Job Description

A Position Overview



Position Title

Corporate Account Manager \xe2\x80\x93 HDFC Bank Branch Banking



Department

HDFC Bank - Branch Banking



Level/ Band

Executive/201

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 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 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







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