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



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 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 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