Corporate Account Manager

Tata AIA Life Insurance; Patiala District; Vor Ort; INR 450.000 - 850.000; Vollzeit

Zusammenfassung

Tata AIA Life Insurance is seeking a Corporate Account Manager to drive life insurance sales through HDFC Bank branches by building strong relationships with branch teams and customers.

You will achieve business targets via lead generation, sales conversion, customer engagement, and excellent service, conduct joint sales calls with Branch and Relationship Managers, and ensure timely policy issuance while maintaining compliance.

Qualifikationen

• Graduate (MBA preferred)
• 1-3 years experience in Insurance/Financial Services Sales

Aufgaben

• 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.

Kenntnisse

Sales and insurance product knowledge

Communication and relationship-buildin

Problem-solving and decision-making

Teamwork and influencing

Customer-focused approach

Ausbildung

Graduate

MBA preferred

Jobbeschreibung

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

Irma (HR Executive)
9815421771
[e-mail]