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Corporate Account Manager - Hdfc Bank Branch Banking
1-3 years
Jodhpur
1 vacancy
Corporate Account Manager - Hdfc Bank Branch Banking
Tata AIA Life Insurance
posted 2mon ago
Job Role Insights
Flexible timing
Key skills for the job
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 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 descriptionTata AIA Life Insurance Interview Questions & Tips
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What people at Tata AIA Life Insurance are saying
Rating based on 404 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 404 reviewsCorporate 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
Flexible timing
Monday to Saturday
Within city
Day Shift
Tata AIA Life Insurance Benefits
Submitted by Company
Job Training Health Insurance Soft Skill Training 
Cafeteria
Submitted by Employees
Job Training 
Health Insurance 
Soft Skill Training 
Work From Home 
Team Outings 
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