Corporate Account Manager

Corporate Account Manager

Posted 2 weeks ago


A Position Overview

Position Title

Corporate Account Manager – HDFC Bank Branch Banking


HDFC Bank - Branch Banking

Level/ Band


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


Channel Partner

D Key Result Areas

Organization Process

Key Contributions


· 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 so as to

Foster sales for the company and m 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


· Adhering to the Training Road map.
· Providing timely reports to the Supervisor as per the requirement.
· Adhering to the TALIC code of conduct.

E Skills Required


Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Self management
Problem solving skills
Peer level co-ordination and influencing skills




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

F Incumbent Characteristics






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


Below or 30 years


Company Name: Tata AIA Life

Job details

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584login Registered for 1+ year Last online 11 months ago

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