Corporate Account Manager

Tata AIA Life Insurance; Amritsar; On-site; INR 500,000 - 750,000; Full time

Job summary

Tata AIA Life Insurance seeks a Corporate Account Manager to drive life insurance sales through HDFC Bank Branch Banking in Amritsar. You will build strong relationships with branch teams and customers, lead lead generation, and work toward achieving sales targets while ensuring excellent service.

The role requires 1-3 years in insurance/financial services, a graduate degree (MBA preferred), and the ability to engage customers with compliant, timely policy issuance and serviced processes.

Qualifications

• Graduate degree required; MBA preferred.
• Strong sales and product knowledge in life insurance.
• Excellent communication and relationship-building abilities.

Responsibilities

• Achieve sales targets (ANP, case count, active branches, RM activation).
• Generate and convert leads from assigned bank branches.
• Conduct joint sales calls with Branch Managers and Relationship Managers.
• Build strong relationships with bank sales and operations teams.
• Ensure timely policy issuance and customer servicing.
• Maintain compliance with company and regulatory guidelines.
• Submit MIS reports and participate in training programs.

Skills

Sales Knowledge

Communication

Relationship building

Problem solving

Teamwork

Customer focus

Education

Graduate

MBA preferred

Job description

Corporate Account Manager - HDFC Bank Branch Banking

Department: HDFC Bank Branch Banking
Level: Executive (210)
Experience: 1-3 years (Insurance/Financial Services Sales)
Qualification: Graduate (MBA preferred)
Age: Below 30 years

Role Summary

Drive life insurance sales through HDFC Bank branches by building strong relationships with branch teams and customers. Achieve business targets through lead generation, sales conversion, customer engagement, and excellent service.

Key Responsibilities

• Achieve sales targets (ANP, case count, active branches, RM activation).
• Generate and convert leads from assigned bank branches.
• Conduct joint sales calls with Branch Managers and Relationship Managers.
• Build strong relationships with bank sales and operations teams.
• Ensure timely policy issuance and customer servicing.
• Maintain compliance with company and regulatory guidelines.
• Submit MIS reports and participate in training programs.

Skills Required

• Sales and insurance product knowledge
• Communication and relationship-building skills
• Problem-solving and decision-making ability
• Teamwork and influencing skills
• Customer-focused approach

Contact Details

Sahil (HR Executive)
8580599230
[e-mail]