Corporate Account Manager - HDFC Bank Branch Banking

Join Tata AIA Life Insurance, one of India’s leading and fastest-growing life insurance providers, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. The company combines Tata’s legacy of trust and integrity with AIA’s extensive pan-Asian expertise. Tata AIA is committed to being a premier protection provider that enables dreams and inspires healthier, happier lives. The organization fosters a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth and a supportive work environment. Recognized as a ‘Great Place to Work’ and recipient of the Kincentric Best Employer Award, Tata AIA prioritizes employee satisfaction and holistic well-being, emphasizing its core value: “People – Our Core.”

The Corporate Account Manager – HDFC Bank Branch Banking will be responsible for driving life insurance sales through assigned corporate and banking partner channels. This role leverages existing customer relationships and business opportunities to build and manage strong connections with corporate clients, bank branches, and key stakeholders. The objective is to promote insurance products effectively, achieve business targets, and ensure customer acquisition, premium growth, and portfolio expansion. The role demands effective lead generation, sales conversion, and customer service, while maintaining strict compliance with regulatory and organizational standards.

Key Responsibilities

- Drive wallet share within allocated bank branches, focusing on product mix and achieving preset business targets including Annualized New Premium (ANP), case count, active branches, and sales staff KPIs.
- Collaborate closely with Branch Managers to implement business plans and motivate branch staff and Bank Relationship Managers (RMs) to support application logging and sales activities.
- Utilize branch databases effectively, ensuring authentic documentation and compliance.
- Build and maintain strong relationships with bank sales and operations teams to meet business and productivity targets.
- Prospect and engage customers both within and outside the branch as required.
- Develop and execute short-term and long-term sales plans to meet targets.
- Achieve branch RM activation targets and conduct joint sales calls with bank teams to drive business.
- Foster strong relationships between internal teams and channel partners to enhance sales and responsiveness.
- Provide comprehensive support to channel partners, acting as the company’s representative.
- Execute marketing activities aligned with partner requirements and ensure timely policy issuance.
- Maintain customer engagement to service portfolios and uphold desired persistency ratios.
- Deliver prompt post-sales service across all domains.
- Strategize with RMs on business plan execution.
- Ensure adherence to internal sales processes, compliance standards, and promote a culture of compliance within the team.
- Follow the training roadmap and provide timely reports to supervisors.
- Adhere to Tata AIA’s code of conduct.

Required Qualifications

- Graduate degree is mandatory.
- Postgraduate qualifications in Management are preferred.
- 1 to 3 years of experience in sales, preferably in insurance or financial services.
- Candidates should ideally be below 30 years of age.

Preferred Qualifications and Benefits

- Strong product knowledge and business planning skills.
- Awareness of finance and insurance industry dynamics.
- Excellent self-management, problem-solving, and peer coordination abilities.
- Effective communication and relationship-building skills.
- Ability to influence and work collaboratively within teams.
- Tata AIA offers a diverse, equitable, and inclusive work environment where employees are valued and supported to perform at their best.

Tata AIA Life Insurance does not charge any fees during the hiring process. Candidates are advised to verify job offers through official Tata AIA communication channels to avoid fraud. This job description is confidential and proprietary to Tata AIA Life Insurance.