Corporate Account Manager - HDFC Bank Branch Banking

Department: HDFC Bank Branch Banking
Level: Executive (210)
Experience: 1-3 years (Insurance/Financial Services Sales)
Qualification: Graduate (MBA preferred)
Age: Below 30 years

Role Summary

Drive life insurance sales through HDFC Bank branches by building robust relationships with branch teams and customers. Achieve business targets through lead generation, sales conversion, customer engagement, and excellent service.

Key Responsibilities

- Achieve sales targets (ANP, case count, active branches, RM activation).
- Generate and convert leads from assigned bank branches.
- Conduct joint sales calls with Branch Managers and Relationship Managers.




- Build strong relationships with bank sales and operations teams.
- Ensure timely policy issuance and customer servicing.
- Maintain compliance with company and regulatory guidelines.
- Submit MIS reports and participate in training programs.

Skills Required

- Sales and insurance product knowledge
- Communication and relationship-building skills
- Problem-solving and decision-making ability
- Teamwork and influencing skills
- Customer-focused approach

Contact Details

Irma (HR Executive)
(phone hidden)
[email protected]

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