Corporate Account Manager

☞ Tata AIA Life

전망: 102

갱신일: 11-05-2024

위치: Bilaspur Chhattisgarh

범주: 보험

산업:

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작업 내용

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 m 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

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

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마감 시간: 25-06-2024

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