Corporate Account Manager - HDFC Bank Branch Banking
Department
HDFC Bank -Branch Banking
Level / Band
Executive -210
Role Summary:
Responsible for driving Life Insurance sales through assigned corporate and banking partner channels by leveraging existing customer relationships and business opportunities. Builds and manages solid relationships with corporate clients, bank branches, and key stakeholders to promote insurance products and achieve business targets. Ensures customer acquisition, premium growth, and portfolio expansion through effective lead generation, sales conversion, and customer service while maintaining compliance with regulatory and organizational requirements.
Organizational Relationships
Reports To
Territory Sales Manager
Supervises
NA
Job Dimensions
Geographic Area Covered
Branches / Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
Key Result Areas
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 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 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.
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
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.