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

E Skills Required

Technical

General Ledger Accountant

TM Data Entry / MIS