Job Description
Position Title: Corporate Account Manager Department: HDFC Bank -Branch Banking Level: Executive Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationship: Reports to: Territory Sales Manager Supervises - NA Job Dimensions: Geographic Area Covered - Branches / Cluster Internal Stakeholders - Training, Branch Operations, Distribution Operations External - Channel Partner CTC: Upto 3.50 Lacs. Key Result Areas: 1. 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 2. 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 3. 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 4. 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: 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 Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Influencing Relationship Building Decision making Language Skills - English, Local language Incumbent Characteristics: Essential: Qualification - Graduate Desired: Qualification - Post-Graduate Experience: Minimum 6 months of experience is required, Fresher is not suitable for the role. 1 - 3 years in Sales (Insurance / Financial Service Background) Age Criteria - 30 years or below
💡 Quick Summary
Seeking a career-building opportunity? The Corporate Account Manager position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
