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