Role 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
Behavioral
	Essential	Desired
Interpersonal skills	.
Communication skills	.
Creative thinking skills		.
Supervising/Leadership skills		.
Teamwork Skills	.
Influencing skills		.
Relationship Building skills	.
Decision making skills	.
Language Skills	English, Local language

F Incumbent Characteristics

	Essential	Desired
Qualification	Graduate	Post Graduate.
Experience	1 - 3 years in Sales (Insurance / Financial Service Background)
Age	Below or 30 years

Corporate Account Manager - HDFC Bank Branch Banking

Branch Sales Manager, Relationship Manager, Relationship Officer