Corporate Account Manager | HDFC Bank Branch Banking

Role description Job description Position Title: Corporate Account Manager Department : HDFC BB Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Reoprts to Territory Sales Manager Qualification : Graduate Experience: 1 - 3 years in Sales (Insurance/Financial Service Background) CTC: Upto 3.50 Lacs J Key Result Areas: Sales J . 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 . 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 Complaince . 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 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 & Reporting . 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: Technical: . Product/Subject matter expertise . Business perspective & planning . Finance / Insurance industry awareness . Self management . Problem solving skills . Peer level co-ordination and influencing skills

India
Punjab
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