A Position Overview



Position Title

Corporate Account Manager ? 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