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Corporate Account Manager - HDFC Bank Branch Banking

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Seeking a Corporate Account Manager to support our sales efforts in HDFC Bank Branch Banking. Responsibilities include driving sales, building relationships, ensuring compliance, and providing post-sales service. Candidates must have technical expertise, business planning skills, and problem-solving abilities. Fluent in English and local language. Graduate or post-graduate with 1-3 years of sales experience in the insurance or financial services industry. Must be below 30 years of age.

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.
Organizational Relationships
Reports To
Territory Sales Manager
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
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.

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

Language Skills
English, Local language
Qualification
Graduate
Post-Graduate
Experience
1 - 3 years in Sales (Insurance / Financial Service Background)
Age
Below or 30 years

Tata AIA Life Insurance Logo

Company

Tata AIA Life Insurance

Job Posted

8 months ago

Job Type

Full-time

WorkMode

On-site

Experience Level

3-7 years

Locations

Agartala, Tripura, India

Applicants

Be an early applicant

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