Corporate Account Manager - HDFC Bank Branch Banking

Tata AIA Life Insurance, a prominent and rapidly expanding life insurance provider in India, was established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. The company combines Tata’s trusted leadership with AIA’s extensive pan-Asian expertise to deliver protection solutions that inspire healthier and happier lives. Tata AIA fosters a culture of innovation, inclusivity, and continuous learning, offering employees dynamic career growth opportunities within a supportive environment. Recognized as a "Great Place to Work" and honored with the Kincentric Best Employer Award, the organization is deeply committed to employee satisfaction and holistic well-being. Emphasizing the core value "People - Our Core," Tata AIA strives to attract and develop ethical, accountable leaders by providing the right training, technology, resources, and guidance. The company promotes a diverse, equitable, and inclusive workplace where every individual is respected and valued.

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 involves leveraging existing customer relationships and business opportunities to build and maintain strong connections with corporate clients, bank branches, and key stakeholders. The incumbent will focus on customer acquisition, premium growth, and portfolio expansion by effectively generating leads, converting sales, and delivering excellent customer service, all while ensuring compliance with regulatory and organizational standards.

Key Responsibilities

- Drive wallet share in allocated bank branches with a focus on product mix and achieve predefined business targets such as Annualized New Premium (ANP), case count, active branches, active sales staff, and other KPIs.
- Collaborate closely with Branch Managers to implement business plans and motivate branch staff alongside Bank Relationship Managers (RMs).
- Utilize branch databases effectively to ensure authentic documentation and maximize sales opportunities.
- 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 needed.
- 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.
- Foster strong relationships between internal teams and channel partners to support sales growth and responsiveness.
- Provide comprehensive support to channel partners and act as the company’s representative.
- Execute marketing activities aligned with partner requirements and ensure timely policy issuance.
- Maintain high persistency ratios and deliver prompt post-sales service.
- Ensure strict adherence to internal sales processes, compliance standards, and company policies.
- Serve as a process and product champion to promote a culture of compliance within the team.
- Submit timely reports and adhere to the company’s code of conduct and training roadmap.

Required Qualifications

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

Preferred Qualifications and Benefits

- Strong product knowledge and business planning skills.
- Awareness of the finance and insurance industry.
- Excellent self-management, problem-solving, and influencing skills.
- Ability to coordinate effectively with peers and build lasting relationships.
- Tata AIA Life Insurance offers a workplace recognized for its employee-centric culture, continuous learning, and career growth opportunities.

Disclaimer

Tata AIA Life Insurance does not charge candidates any fees during the hiring process. Only official Tata AIA communication channels should be trusted for job offers to avoid fraud. This job description is confidential and proprietary to Tata AIA Life Insurance. Unauthorized reproduction or alteration is prohibited. For more information about the company, visit www.tataaia.com.