Job Description

:JOB DESCRIPTIONA Position OverviewPosition TitleCorporate Account Manager - HDFC Bank Branch BankingDepartmentHDFC Bank - Branch BankingLevel/ BandExecutive/201Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.B Organizational RelationshipsReports ToTerritory Sales ManagerSupervisesNAC Job DimensionsGeographic Area CoveredBranches / ClusterInternal StakeholdersTrainingBranch OperationsDistribution OperationsExternalChannel PartnerD Key Result AreasOrganization ProcessKey ContributionsSales\xc2\xb7 Drive wallet Share in the allocated bank branches with focus product mix.\xc2\xb7 Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches\xc2\xb7 Working jointly with the Branch Manager on Business Implementation plan\xc2\xb7 Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced\xc2\xb7 Tapping the right database of the branch and ensure authentic documentation\xc2\xb7 Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively\xc2\xb7 Prospect and meet customers within and outside the Branch as when required\xc2\xb7 To develop, agree and implement short term and long term plans to achieve sales targets\xc2\xb7 To achieve branch RM activation targets\xc2\xb7 Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.\xc2\xb7 Seek commitment from the partner towards achievement of business objectiveRelationship Management\xc2\xb7 Managing the relationship between internal team and channel partner so as toFoster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner\xc2\xb7 Provide all possible support to the channel partner as a face of parent company\xc2\xb7 Effectively execute all Marketing activities as per Partners requirement\xc2\xb7 Ensuring timely issuance of policies with resolving all pending etc.\xc2\xb7 Adhere to the customer touch-point engagement in order to service his portfolio of customers\xc2\xb7 To maintain the desired persistency ratio\xc2\xb7 Prompt post-sales service with respect to all domains\xc2\xb7 Strategize and interact closely with the RM on business plan executionEnsure Compliance\xc2\xb7 Ensure compliance to internal sales process & other compliance standards\xc2\xb7 Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the teamMIS\xc2\xb7 Adhering to the Training Road map.\xc2\xb7 Providing timely reports to the Supervisor as per the requirement.\xc2\xb7 Adhering to the TALIC code of conduct.E Skills RequiredTechnical

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

BehavioralEssentialDesiredInterpersonal skills\xc2\xb7Communication skills\xc2\xb7Creative thinking skillsSupervising/Leadership skillsTeamwork Skills\xc2\xb7Influencing skillsRelationship Building skills\xc2\xb7Decision making skills\xc2\xb7Language SkillsEnglish, Local languageF Incumbent CharacteristicsEssentialDesiredQualificationGraduatePost-GraduateExperience1 - 3 years in Sales (Insurance / Financial Service Background)AgeBelow or 30 yearsAbout Company:Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tatas pre-eminent leadership position in India and AIAs presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.

Tata AIA Life Insurance