Corporate Account Manager - HDFC Bank Branch Banking
Tata AIA Life
Sundarnagar, India
19h ago

Position Title

Corporate Account Manager

Department

HDFC Bank -Branch Banking

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

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Branch Operations

Distribution Operations

Sales

  • 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 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
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