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

Reports to Territory Sales Manager
Qualification : Graduate

Experience: 1 - 3 years in Sales (Insurance/Financial Service Background)
CTC: Up to 3.50 Lacs

Key Result Areas:
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 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 & 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