Corporate Account Manager - Hdfc Bank Branch Banking

Tata AIA Life Insurance; Chhatrapati Sambhajinagar District; On-site; INR 450,000 - 650,000; Full time

Job summary

Tata AIA Life Insurance in India seeks a Corporate Account Manager to drive life insurance sales through bank branches across assigned locations. You will partner with bank staff to promote products, process applications, and ensure seamless service.

The role focuses on achieving ANP and case counts, building strong relationships with bank RM and operations, and maintaining compliance while upholding service standards.

Qualifications

• 1–3 years of sales experience in insurance or financial services.
• Graduate or postgraduate in management.
• Strong communication and relationship-building skills.

Responsibilities

• Drive wallet share in assigned bank branches with focus on life insurance products.
• Achieve targets for ANP, policy cases, and staff activation.
• Develop and implement plans with Branch Manager for sales growth.
• Maintain compliance with internal sales processes and regulations.

Skills

Product knowledge

Business planning

Insurance domain know-how

Self-management

Problem solving

Coordination & influencing

Education

Graduate/Postgraduate in Management

Job description

Position Title

Corporate Account Manager

Department

HDFC Bank -Branch Banking

Level / Band

Executive -210

Role Summary

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Reports To

Territory Sales Manager

Supervises

NA

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

• Training
• Branch Operations
• Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales 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 as to foster sales for the company and 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.

MIS

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

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 Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills Incumbent Characteristics Essential Desired

Qualification

Graduate Post Graduate Qualifications in Management

Experience

1 - 3 years in Sales (Insurance / Financial Service Background) Below or 30 years Disclaimer:

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.