Description
Role descriptionPosition Title: Corporate Account Manager Organizational Relationship:Branches / Cluster Internal Stakeholders - Training, Branch Operations, Distribution Operations . 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 objective2. 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 . 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 execution3. 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 team4. MIS . Adhering to the Training Road map. . Providing timely reports to the Supervisor as per the requirement. . Adhering to the TALIC code of conduct.Skills Required:.Product/Subject matter expertise . Business perspective & planning . Finance / Insurance industry awareness . Self-management . Problem solving skills . Peer level co-ordination and influencing skillsBehavioral . Interpersonal skills . Communication skills . Creative thinking skills . Supervising/Leadership skills .