Corporate Account Manager

Position Overview:

Position Title

Corporate Account Manager HDFC Bank Branch Banking

Department

HDFC Bank Branch Banking

Level / Band

Executive -210

Role Summary:

Responsible for driving Life Insurance sales through assigned corporate and banking partner channels by leveraging existing customer relationships and business opportunities. Builds and manages strong relationships with corporate clients, bank branches, and key stakeholders to promote insurance products and achieve business targets. Ensures customer acquisition, premium growth, and portfolio expansion through effective lead generation, sales conversion, and customer service while maintaining compliance with regulatory and organizational requirements.

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.

Skills Required:
Technical

• Product/Subject matter expertise
• Business perspective & planning
• Finance / Insurance industry awareness.

Behavioural

• Self management
• Problem solving skills.
• Peer level co-ordination and influencing skills

Essential

• Communication skills
• Interpersonal skills
• Creative thinking skills
• Supervising/Leadership skills
• Teamwork Skills
• Influencing skills
• Relationship Building skills
• Decision making skills
• Language Skills

Incumbent Characteristics:
Essential Qualification

Graduate

Desired Qualification

Post Graduate Qualifications in Management

Experience1 - 3 years in Sales (Insurance / Financial Service Background)Below or 30 years

Contact Person: Sahil (HR Executive)

Contact No: [phone removed]

Email ID: [email removed]