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Job Description 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 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. 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