Corporate Account Manager - Hdfc Branch Banking

Job description

" **Position Title:** Corporate Account Manager **Role Summary:** Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations **Reports to** Territory Sales Manager **Qualification :** Graduate **Experience:** 1 - 3 years in Sales (Insurance/Financial Service Background) **CTC:** Up to 4.5 Lacs **J Key Result Areas:** **Sales** **J 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 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** **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 & Reporting** **¢ 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:** **Technical:** **¢ Product/Subject matter expertise** **¢ Business perspective & planning** **¢ Finance / Insurance industry awareness** **¢ Self-management** **¢ Problem solving skills** **¢ Peer level co-ordination and influencing skills**