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Corporate Account Manager

Location: Kota-Kota, Rajasthan

Category: Bank Jobs

idfc first bank

Deputy Manager-acquisition

idfc first bank • Kota, Rajasthan • via BeBee

11 hours ago

₹4.5L–₹5.5L a year

Full–time

No Degree Mentioned

Apply on BeBee

Job description

Drive business growth through customer interactions and strategic sales techniques. As a Deputy Manager - Acquisition, you will be responsible for acquiring high-quality savings account customers in the identified segment.

Main Responsibilities:

• Aquire NTB Savings account customers in the identified segment and generate references from the specified catchment area.

• Meet and exceed defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer.

• Assist and support the Sales Manager in catchment mapping and scoping exercise.

Key Qualifications:

• Graduate in any discipline.

• Minimum 0-4 years of experience.

Skills:

• Strong market awareness and understanding of customer needs.

• Collaboration with other branch departments and functions to provide products and services to customers.

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confidential

Corporate Account Manager

confidential • Kota, Rajasthan • via BeBee

2 hours ago

Full–time

Apply on BeBee

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

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