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Tata AIA Life Insurance

Compare

4.0

based on 3k Reviews

822 Tata AIA Life Insurance Jobs

Corporate Account Manager

Tata AIA Life Insurance Company Ltd.

4.0

based on 3k Reviews

1-3 years

Mysuru / Mysore

1 vacancy

Corporate Account Manager

Tata AIA Life Insurance

posted 3mon ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Biochemistry Relationship Management Compliance Branch Banking Sales Operations

+ 3 more

Job Description

Partnership DistributionHDFC Bank Branch BankingCorporate Account Manager - HDFC Bank Branch Banking13

JOBDESCRIPTION

A Position Overview

Position Title

Corporate Account Manager - HDFC Bank Branch Banking

Department

HDFC Bank - Branch Banking

Level/ Band

Executive/201

Role Summary : Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations.

B OrganizationalRelationships

Reports To

Territory Sales Manager

Supervises

C JobDimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key ResultAreas

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 SkillsRequired

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

Employment Type: Full Time, Permanent

Read full job description

Tata AIA Life Insurance Interview Questions & Tips

Prepare for Tata AIA Life Insurance Corporate Accounts Manager roles with real interview advice

What people at Tata AIA Life Insurance are saying

4.1

Rating based on 403 Corporate Accounts Manager reviews

Anonymous · Corporate Communication in New Delhi

Likes

Tata aia life insurance company culture is very good and company Great incentive for employees and promotion criteria is so good

Dislikes

Nothing

Read 403 reviews

Corporate Accounts Manager salary at Tata AIA Life Insurance

reported by 1.3k employees

₹2.2 L/yr - ₹7.8 L/yr

8% less than the average Corporate Accounts Manager Salary in India

View more details

What Tata AIA Life Insurance employees are saying about work life

based on 3k employees

50%

64%

60%

99%

Flexible timing

Monday to Saturday

Within city

Day Shift

View more insights

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