Corporate Account Manager - Hdfc Bank Branch Banking
- Tata AIA Life
- 1 - 6 years
- Mumbai
- 8 months ago
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Job Description
A Position Overview
Position TitleCorporate Account ManagerDepartmentPartnership Distribution
Role Summary:
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports ToTerritory Manager / Area Manager
C Key Result Areas
Organization ProcessKey ContributionsSales
- Responsible and accountable for Channel Partners Sales/ Business
Targets for the allocated branches
- Assist /help RM to generate leads and log in prospective applications
- Driving and motivating the branch staff along with RM and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the Relationship Manager 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
- Work collectively with RM 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
- 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
MIS
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement.
- Adhering to the TALIC code of conduct.
D Skills Required
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 EssentialDesiredInterpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Bancassurance ManagerEmployement Type: Full timeContact Details:
Company: Tata AIA LifeLocation(s): Mumbai
Keyskills: Life Insurance Bancassurance
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