Corporate Account Manager

Document

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

• 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 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