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Job Description
A Position Overview
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
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 so as to Foster sales for the company and m 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
