Corporate Account Manager - HDFC Bank Branch Banking - Purulia
Tata AIA Life
Purulia, India
2d ago

Job Description

Position Title : Corporate Account Manager

Department : HDFC Bank -Branch Banking Level : Executive

Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Organizational Relationship :

Reports to : Territory Sales Manager

Job Dimensions :

Geographic Area Covered - Branches / Cluster

Internal Stakeholders - Training, Branch Operations, Distribution Operations

External - Channel Partner

CTC : Upto 3.50 Lacs.

Key Result Areas : 1. Sales

1. 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
  • 2. 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
  • 3. 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
  • 4. 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
  • Behavioral

  • Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Supervising / Leadership skills
  • Influencing
  • Relationship Building
  • Decision making
  • Language Skills - English, Local language
  • Incumbent Characteristics :

    Essential : Qualification - Graduate

    Desired : Qualification - Post-Graduate

    Experience :

  • Minimum 6 months of experience is required, Fresher is not suitable for the role.
  • 1 - 3 years in Sales (Insurance / Financial Service Background)
  • Age Criteria - 30 years or below
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