Corporate Account Manager - HDFC Bank Branch Banking - Hoshiarpur

Corporate Account Manager - HDFC Bank Branch Banking - Hoshiarpur

Tata AIA Life | Hoshiarpur, PB, IN

Posted 20 days ago

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Description


Role description

Position Title: Corporate Account Manager
Organizational Relationship:

Branches / Cluster
Internal Stakeholders - Training, Branch Operations, Distribution Operations
. 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

2. 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

3. 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

4. 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:

.Product/Subject matter expertise
. Business perspective & planning
. Finance / Insurance industry awareness
. Self-management
. Problem solving skills
. Peer level co-ordination and influencing skills

Behavioral
. Interpersonal skills
. Communication skills
. Creative thinking skills
. Supervising/Leadership skills
. Teamwork . Influencing . Relationship Building . Decision making . Language Skills - English, Local language
Incumbent Characteristics:
Qualification - Graduate
Desired: Qualification - Post-Graduate
Experience:. Minimum 6 months of experience is required, Fresher is not suitable for the role.
. 1 - 3 years in Sales (Insurance / Financial Service Background)
. Age Criteria - 30 years or below

Role description Position Title: Corporate Account Manager Organizational Relationship: Branches / Cluster Internal Stakeholders - Training, Branch Operations, Distribution Operations . Drive wallet Share in the allocated bank branches with focus

Experience: 1.00-5.00 Years