HDFC BB Channel - Corporate Account Manager - Shimla

Tata AIA Life Insurance (Shimla, HP, India) 18 days ago
Sales

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 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.

HDFC BB Channel - Corporate Account Manager - Shimla

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