Tata AIA Life Looking for Corporate Account Manager – HDFC Bank Branch Banking at Vijayawada, Andhra Pradesh Full Time

Job Description

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

s 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 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 s 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