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Tata AIA Life Insurance

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4.0

based on 3.1k Reviews

1085 Tata AIA Life Insurance Jobs

Corporate Account Manager - Hdfc Bank Branch Banking

Tata AIA Life Insurance Company Ltd.

4.0

based on 3.1k Reviews

1-3 years

Imphal

1 vacancy

Corporate Account Manager - Hdfc Bank Branch Banking

Tata AIA Life Insurance

posted 4d ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Biochemistry Relationship Management Compliance Branch Banking Sales Operations

+ 4 more

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

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

Qualification

Graduate

Post-Graduate

Experience

1 - 3 years in Sales (Insurance / Financial Service Background)

Age

Below or 30 years

Employment Type: Full Time, Permanent

Read full job description

Tata AIA Life Insurance Interview Questions & Tips

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What people at Tata AIA Life Insurance are saying

4.0

Rating based on 420 Corporate Accounts Manager reviews

Anonymous · BFSI, Investments & Trading in Yamunanagar

Likes

Only products of tata AIA life insurance

Dislikes

This company don't think about their employee. Only gives lucrative perks to senior management only.Ground level employee is just like labour or slave for them.On resignation period my son was admitted in ICU.But this company has made policy no leaves for resigned candidate whether he or his family member is on life stage.I must say..Read More