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