Tata AIA Life Hiring for HDFC BB Channel – Corporate Account Manager at Bhāgalpur Full Time

Department : HDFC BB

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

Reoprts to Territory Sales Manager

Qualification : Graduate

Experience: 1 – 3 years in Sales (Insurance/Financial Service Background)

CTC: Upto 3.50 Lacs

J Key Result Areas:

Sales

J • 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 so as to Foster sales for the company and mmaintain 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 Complaince

• 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

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 & Reporting

• 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