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Corporate Account Manager - HDFC Bank Branch Banking

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Partnership Distribution HDFC Bank Branch Banking Corporate Account Manager - HDFC Bank Branch Banking 1 3

JOB DESCRIPTION
Position Title
Corporate Account Manager - HDFC Bank Branch Banking
Department
HDFC Bank - Branch Banking
Level/ Band
Executive/201
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


C Job Dimensions
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner

D Key Result Areas
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 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 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
Set alert for similar jobsCorporate Account Manager - HDFC Bank Branch Banking role in Ahmedabad, India
Tata AIA Life Insurance Logo

Company

Tata AIA Life Insurance

Job Posted

9 months ago

Job Type

Full-time

WorkMode

On-site

Experience Level

0-2 years

Locations

Ahmedabad, Gujarat, India

Qualification

Bachelor

Applicants

Be an early applicant

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