Tata Group Looking for Corporate Account Manager – HDFC Bank Branch Banking at Bhāgalpur

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

.

Experience: 0.00-0.00 Years