Channel Account Manager

HDFC Life; Bargarh; Presencial; INR 600.000 - 900.000; Jornada completa

Descripción de la vacante

HDFC Life is seeking a Channel Account Manager for an on-site role in Barpali, Odisha. You will cultivate and grow relationships with channel partners including agencies, distributors, and financial consultants to drive sales of HDFC Life products.

Responsibilities include planning sales activities, providing product knowledge and training to partners, monitoring performance against targets, and coordinating marketing initiatives to boost customer acquisition.

Formación

• Strong relationship management and stakeholder engagement skills.
• Sales planning, negotiation, and business development experience in insurance/financial services.
• Market analysis, needs assessment, and performance reporting capabilities.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in MS Office and CRM or sales-tracking tools.
• Bachelor’s degree in business, finance, or marketing; insurance distribution experience is a plus.
• Willingness to travel within the assigned territory.

Responsabilidades

• Plan and execute sales activities with channel partners.
• Provide product knowledge and training to partners.
• Monitor performance against targets and prepare forecasts.
• Coordinate marketing initiatives to drive customer acquisition.
• Conduct regular market visits and collect feedback from partners.
• Ensure compliance with processes and regulatory guidelines.
• Collaborate with internal sales, operations, and marketing teams.

Conocimientos

Relationship management

Stakeholder engagement

Partner support

Sales planning

Negotiation

Business development

Market analysis

Customer needs assessment

Reporting

Communication

Presentation

Interpersonal skills

MS Office

CRM tools

Educación

Bachelor’s degree in business/finance/marketing

Herramientas

MS Office

CRM systems

Descripción del empleo

Company Description

HDFC Life is one of India’s leading private life insurance companies, offering a wide range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC), a premier housing finance institution in India, and abrdn plc, a leading financial services provider in the United Kingdom. The company’s portfolio includes protection, pension, savings, investment, and health products, with multiple plans that can be customized through optional riders at a nominal cost. With about 500 branches across India, reaching customers in over 900 cities and towns, and a liaison office in Dubai, HDFC Life provides extensive market coverage and a strong network of financial consultants. Interested candidates can learn more about the company by visiting www.hdfclife.com.

Role Description

This is a full-time, on-site role for a Channel Account Manager based in Barpali. The Channel Account Manager will manage and grow relationships with assigned channel partners, including agencies, distributors, and financial consultants, to drive sales of HDFC Life products. Daily responsibilities include planning and executing sales activities, supporting partners with product knowledge and training, monitoring performance against targets, and coordinating marketing initiatives to increase customer acquisition. The role involves regular market visits, gathering customer and partner feedback, ensuring compliance with company processes and regulatory guidelines, and preparing reports and forecasts for management. The Channel Account Manager will collaborate closely with internal sales, operations, and marketing teams to ensure efficient service delivery and sustainable business growth.

Qualifications

• Candidates should possess strong relationship management, stakeholder engagement, and partner support skills.
• Candidates should possess sales planning, negotiation, and business development skills relevant to insurance or financial services.
• Candidates should possess market analysis, customer needs assessment, and reporting skills to track performance and identify opportunities.
• Candidates should possess communication, presentation, and interpersonal skills to work effectively with channel partners and internal teams.
• Candidates should possess basic proficiency in MS Office (Excel, PowerPoint, Word) and the ability to work with CRM or sales tracking tools.
• A bachelor’s degree in business, finance, marketing, or a related field is preferred; prior experience in insurance or financial services distribution is an advantage.
• Candidates should demonstrate a strong customer focus, ethical conduct, ability to meet targets, and willingness to travel within the assigned territory as required.