HR Executive at Kapil Consultancy
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Manager - Corporate Account - Insurance (2-6 yrs)
Job Title - Corporate Account Manager
Company - HDFC Bank (Tata AIA)
Location - Mumbai West
Salary - 4 LPA
Experience - 2+ years
Job Requirement
- 2 years of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory
- Need candidates only from Insurance background ( Life Insurance experience )
Job Description
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
- 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
- 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.
- 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
- Ensuring timely issuance of policies with resolving all pending etc.
- Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution
- Ensure compliance to internal sales process & other compliance standards
- Adhering to the TALIC code of conduct.
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