HDFC BB Channel – Corporate Account Manager – Deoband


  • Full Time

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Role description

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.


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

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