Job Description
Job description
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
• 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.
Relationship Management
• Managing the relationship between internal team and channel partner 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
• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.
E 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
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
• 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.
Relationship Management
• Managing the relationship between internal team and channel partner 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
• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.
E 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
💡 Quick Summary
Seeking a career-building opportunity? The Corporate Account Manager position is now open for candidates interested in the Accountant Jobs sector. This role in Kolkata 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 Accountant Jobs is a plus.
