A Position Overview

Position Title

Corporate Account Manager

Department

HDFC Bank –Branch Banking

Level/ Band

Executive

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 engaging 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 as to foster sales for the company and 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 Partne

📌 Corporate Account Manager (Mumbai)
🏢 TATA AIA LIFE INSURANCE
📍 Mumbai