Executive Relationship ManagerS

Executive Relationship ManagerS

Partnership DistributionHDFC Bank Branch BankingCorporate Account Manager - HDFC Bank Branch Banking13
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>> JOBDESCRIPTION
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>> A Position Overview
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>> Position Title
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>> Corporate Account Manager – HDFC Bank Branch Banking
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>> Department
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>> HDFC Bank - Branch Banking
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>> Level/ Band
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>> Executive/201
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>> Role Summary : Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations.
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>> B OrganizationalRelationships
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>> Reports To
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>> Territory Sales Manager
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>> Supervises
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>> NA
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>> C JobDimensions
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>> Geographic Area Covered
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>> Branches / Cluster
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>> Internal Stakeholders
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>> Training
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>> Branch Operations
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>> Distribution Operations
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>> External
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>> Channel Partner
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>> D Key ResultAreas
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>> Organization Process
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>> Key Contributions
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>> Sales
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>> ·Drive wallet Share in the allocated bank branches with focus product mix.
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>> ·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
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>> ·Working jointly with the Branch Manager on Business Implementation plan
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>> ·Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
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>> ·Tapping the right database of the branch and ensure authentic documentation
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>> ·Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
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>> ·Prospect and meet customers within and outside the Branch as when required
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>> ·To develop,





agree and implement short term and long term plans to achieve sales targets
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>> ·To achieve branch RM activation targets
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>> ·Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
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>> ·Seek commitment from the partner towards achievement of business objective
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>> Relationship Management
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>> ·Managing the relationship between internal team and channel partner so as to
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>> Foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner
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>> ·Provide all possible support to the channel partner as a face of parent company
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>> ·Effectively execute all Marketing activities as per Partners requirement
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>> ·Ensuring timely issuance of policies with resolving all pending etc.
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>> ·Adhere to the customer touch-point engagement in order to service his portfolio of customers
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>> ·To maintain the desired persistency ratio
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>> ·Prompt post-sales service with respect to all domains
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>> ·Strategize and interact closely with the RM on business plan execution
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>> Ensure Compliance
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>> ·Ensure compliance to internal sales process & other compliance standards
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>> · Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
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>> MIS
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>> ·Adhering to the Training Road map.
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>> ·Providing timely reports to the Supervisor as per the requirement.
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>> ·Adhering to the TALIC code of conduct.






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>> E SkillsRequired
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>> Technical
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>> - Product/Subject matter expertise
>> - Business perspective & planning
>> - Finance / Insurance industry awareness
>> - Self management
>> - Problem solving skills
>> - Peer level co-ordination and influencing skills
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>> Behavioral
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>> Essential
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>> Desired
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>> Interpersonal skills
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>> ·
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>> Communication skills
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