Corporate Account Manager - HDFC Bank Branch Banking

Position Title

Corporate Account Manager

Department

HDFC Bank –Branch Banking

Level/ Band

Executive

Reports To

Territory Sales Manager

Supervises

NA

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

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.

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

Essential

Desired

Interpersonal skills

·       

Communication skills

·       

Creative thinking skills

·       

Supervising/Leadership skills

·       

Teamwork Skills

·       

Influencing skills

·       

Relationship Building skills

·       

Decision making skills

·       

Language Skills

English, Local language

Essential

Desired

Qualification

Graduate

Post Graduate.

Experience

1 - 3 years in Sales (Insurance / Financial Service Background)

Age

Below or 30 years