198 Hdfc Bank jobs in Ahmedabad

JOB DESCRIPTION

A Position Overview

Position Title

Corporate Account Manager

Department

HDFC Bank –Branch Banking

Level/ Band

Executive

Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.

B Organizational Relationships

Reports To

Territory Sales Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

·Drive wallet Share in the allocated bank branches with focus product mix.

·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 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.

MIS

·Adhering to the Training Road map.

·Providing timely reports to the Supervisor as per the requirement.

·Adhering to the TALIC code of conduct.

E Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A. Position Overview

Position Title

Associate Territory Manager – HDFC Bank Asset Channel

Department

HDFC Asset Channel

Level/ Band

Assistant Manager/301

Role Summary :

-To manage sales and business objective of the cluster, meeting or exceeding key targets

-To ensure achievement of sales targets with optimal market coverage

-To plan resource allocation and be responsible for financial viability of the cluster.

-To effectively lead and manage his sales team by providing them with ongoing coaching

-To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations

-To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business.

B. Organizational Relationships

Reports To

Regional Manager/ Zonal Head

Supervises

Relationship Managers

Job Dimensions

Geographic Area Covered

Branch/ Cluster

Stakeholders Internal

Training

Product Management

Marketing

Branch Operations

Distribution Operations

Stakeholders External

Channel Partner

C. Key Result Areas

Achieve ANP targets through assigned branches

·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster

·Develop joint business and implementation plans with branch manager

·Interact regularly with Sales/ operations team to set targets & achieve required sales

·Initial grooming of the RMs in presentation & selling skills

·Make joint calls with sales team, if required during the initial months

·Accompany the sales team on calls with high-ticket clients

·Build up and maintain solid relationship and rapport with partner’s district managers, branch managers and all frontline sales

Training of the sales team

·Provide on-going training to partner’s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.

·To train the RMs on Presentation and Selling Skills

Monitor sales & provide support

·Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations

·Ensure that the high performers are suitably rewarded & kept motivated

·Counsel the low performers to assess the reasons for low productivity

·Accompany the low performers on calls & give them special attention to motivate them

·Organize trainings for low performers to ensure they are conceptually strong

·Maintain and observe Company’s internal control and standards

·Implement and observe the Company’s Compliance Policy

·Act as an escalation point for issues pertaining to policy issuance

Arrange various contests & events for the sales team as well as the customers

·Execute templated events for channel partner

·Fulfill the approval requirements

·Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent

MIS & Reporting

·Design and circulate business MIS and reports to various stakeholder as required

·Analyze data cuts on Business Performance and share the findings with the supervisors

D. Skills Required

Technical

·Product/Subject matter expertise

·Team Management skills

·Mentoring skills

·Business perspective & planning

·Performance Management skills

·Finance / Insurance industry awareness

·Interviewing skills

·Self-management

·Problem solving skills

·Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

· 

JOB DESCRIPTION

A Position Overview

Position Title

Corporate Account Manager

Department

HDFC Bank –Branch Banking

Level/ Band

Executive

Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.

B Organizational Relationships

Reports To

Territory Sales Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

·Drive wallet Share in the allocated bank branches with focus product mix.

·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 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.

MIS

·Adhering to the Training Road map.

·Providing timely reports to the Supervisor as per the requirement.

·Adhering to the TALIC code of conduct.

E Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Job Description

APosition Overview

Position TitleTerritory Sales Manager

DepartmentHDFC Bank–Branch Banking

Level/ BandKAM as per PD sankalp

Role Summary:Dual responsibility of direct sourcing as well as team management.

-Interact withBank’s cluster head& bank employees and manage them on daily basis

-Branches directly mapped to him/her.

-Manage RMs mapped to him to help them achieve sales targets

-Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team,

maintains & drives compliance at the zone.

B Organizational Relationships

Reports ToCircle Manager

SupervisesRMs

C Job Dimensions

Geographic Area CoveredZone/s

StakeholdersSupervisors, RMs, Ops, Underwriting

Internal

ExternalBank–Channel Partner

D Key Result Areas

Interact with Bank branch∙Provide guidance &support toBank’s employee, TATA AIA RMs and

employee,Bank’sClusterall stakeholders in terms of submissions, issuance , pending resolve etc

Head to help them achieve∙Maintain good relationship with Bank’s Cluster Head- interact with

him regularly to assess business status. Take help from them to push &

salestargets&,while

motivate them to maintain productivity

ensuringthatthe

∙Maintain persistency by monitoring case size & healthy product mix

persistency & productivity

∙Ensurethattheyaremeetingtheirteamtargetsaswellas

is maintainedindividual sales targets

∙Managing the relationship between internal team and channel partner so

as to foster sales for the company and mmaintain utmost levels of

responsiveness to requirements from the Channel Partner

EnsureRecruitmentisas∙Regularly interact with HR to ensure that recruitment is as per plan

per plans

Monitortheperformance∙Ensure that RM’smeet their respective targets which will promote them

of RMs to promote them toto the next level

the next level

Job Description

Maintain&drive∙Ensure adherence to SOPs & sales processes & instigate disciplinary

compliance at the zoneaction against those fond breaching them

Top Line Growth/BusinessAchievement of NB Premium target, RM Activation and Product mix

Enablement

Business EnablersSales activity management, renewal collection, and high level relationship

mapping with bank staff (very important)

Risk‘Own-up’ the risk of the function by developing a risk aware culture through

participation in measurement, analysis and mitigation of risks associated with the

respectivefunction.Thisincludesdevelopmentofriskresponseprocesses,

participation in contingency and business continuity programs and reporting of

emerging risks with potential impacts. Also respond to risks highlighted by

employees through formal / informal mechanisms and advice on various risk

management issues within the organization and provide feedback. Participate in

implementingriskmitigationplanthroughoptimumresourceallocation,

monitoring and reporting on status.

E Skills Required

TechnicalGood Knowledge of MS Office

Behavioral

EssentialDesired

Interpersonal skills∙

Communication skills∙

Creative thinking skills∙

Supervising/Leadership skills∙

Teamwork Skills∙

Influencing skills∙

Relationship Building skills∙

Decision making skills∙

F Incumbent Characteristics

EssentialDesired

QualificationGraduationManagement background preferred

ExperienceShouldhaveatleast6years’

experience of banca sales with at

least2years’experiencein

leading teams.

. The incumbent also preferably

needs to have knowledge of retail

sales in the insurance parlance.

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive. But our commitment goes beyond our clients as we continue to live the Withum Way , promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time:

• Top side/detail review of complex partnership, corporation and S-Corporation returns prepared by staff/senior/AM (Financial services)
• Resolve queries recognized by Staff/Senior on potential tax adjustments due to tax law changes.
• Identify international filing requirement by Org chart study and review international tax returns.
• Train existing/new joiners on concepts & technology and share timely feedback for each of the project reviewed.
• Supervise kick-off & regular connects with US counterparts by teams and intervene in budget conflicts, resource scheduling conflicts, etc.
• Guide team on efile validation of returns to free from rejects and errors.
• Manage and coach aligned professionals for their career path.
• Responsible for quality & turnaround of returns for aligned office/niche.
• Provide regular and detailed feedback and keep motivating team during Tax seasons.
• Maintain good correspondence with US point of contacts for seamless process flow and regularly touch-base with scheduler to keep team occupied and share returns status.
• Execute assignments in an effective manner including appropriate delegation and monitoring of work.
• Assist in hiring as and when need arise to place potential candidates.
• Assist leadership team with analyzing the data and provide insights to help them to navigate the plan.
• Have a regular connect with aligned professionals to discuss about potentials opportunities for growth of the business and team members.
• Performance review of aligned professionals and provide clear career path for them to grow.
• Provide construction feedback along with potential opportunities from improvements and growth.

Requirements:

• Minimum 7 to 10 years of post-qualification hands-on experience with U.S. accounting firm.
• Chartered Accountant or CPA is preferred.
• Experience and knowledge of U.S. Tax Code is required.
• At least 5 years of leading multiple engagements and supervising staff.
• Strong command of the English language, both written and verbal communication.
• Strong commitment to an entrepreneurial work ethic.
• Competently analyzes and prioritizes information to make appropriate recommendations.
• Ability to manage multiple engagements simultaneously and communicate as a team with the Domestic (US) engagement teams.

Website:

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.

• Develop and implement comprehensive risk assessment frameworks and methodologies.
• Analyze financial data to identify trends, potential risks, and opportunities for improvement.
• Conduct in-depth risk evaluations for new products, services, and business initiatives.
• Monitor and assess market, credit, operational, and liquidity risks.
• Develop and maintain risk models and stress testing scenarios.
• Prepare detailed risk reports and present findings to senior management and relevant committees.
• Collaborate with business units to implement effective risk mitigation strategies and controls.
• Ensure adherence to regulatory guidelines and internal policies related to risk management.
• Stay informed about emerging risks and industry best practices in risk analysis.
• Assist in the development and delivery of risk management training programs.
• Review and update risk policies and procedures as necessary.
• Support internal and external audits related to risk management functions.
• Contribute to the continuous enhancement of the organization's risk appetite statement and framework.

• Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field. Master's degree or professional certifications (e.g., FRM, PRM) are highly advantageous.
• Minimum of 5 years of experience in risk analysis, financial analysis, or a related role within the financial services industry.
• Strong understanding of financial markets, banking operations, and regulatory requirements.
• Proficiency in statistical analysis, data modeling, and risk management software.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to articulate complex concepts clearly.
• Experience with data visualization tools and techniques.
• Ability to work independently and collaboratively in a team environment.
• High attention to detail and accuracy.
• Proficiency in relevant software such as Excel, SQL, Python, or R is essential.

• Develop, implement, and maintain comprehensive risk management policies and procedures.
• Conduct regular risk assessments across various business units to identify potential threats and vulnerabilities.
• Analyze financial data, market trends, and operational processes to quantify risk exposure.
• Design and execute stress testing and scenario analysis to evaluate the impact of adverse events.
• Develop key risk indicators (KRIs) and monitor them to provide early warnings of potential issues.
• Prepare detailed risk reports for senior management and regulatory bodies, outlining findings and recommendations.
• Collaborate with compliance, audit, and business teams to ensure effective risk mitigation strategies are in place.
• Stay informed about regulatory changes and industry best practices in risk management.
• Contribute to the development of business continuity and disaster recovery plans.
• Provide training and guidance to staff on risk management principles and best practices.

• Bachelor's degree in Finance, Economics, Statistics, or a related quantitative field; Master's degree preferred.
• Minimum of 5 years of experience in risk analysis, preferably within the insurance or financial services industry.
• Strong understanding of insurance products, operations, and the regulatory environment.
• Proficiency in quantitative analysis, statistical modeling, and risk assessment techniques.
• Experience with risk management software and tools.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong written and verbal communication abilities, with the ability to present complex information clearly and concisely.
• Professional certifications such as FRM, PRM, or equivalent are highly advantageous.
• Ability to work independently and collaboratively within a team environment.
• Attention to detail and a commitment to accuracy.

• Lead and manage multiple software development projects using Agile frameworks (Scrum, Kanban).
• Define project scope, goals, and deliverables in collaboration with senior management and stakeholders.
• Develop detailed project plans, including schedules, budgets, and resource allocation.
• Facilitate Agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives.
• Track project progress, identify risks and issues, and implement mitigation strategies.
• Manage project scope changes and ensure effective communication to all stakeholders.
• Build and maintain strong relationships with cross-functional teams, vendors, and clients.
• Ensure adherence to project management best practices and company standards.
• Prepare and present project status reports to executive leadership.
• Foster a collaborative and high-performing team environment.
• Drive continuous improvement in project management processes.

• Bachelor's degree in Business Administration, Computer Science, or a related field. Master's degree preferred.
• 5+ years of experience in project management, with at least 3 years focused on Agile methodologies.
• Proven experience managing software development projects, preferably in financial services.
• PMP, CSM, or other relevant project management certifications are highly desirable.
• Strong understanding of Agile principles, values, and practices.
• Excellent leadership, communication, and interpersonal skills.
• Proficiency in project management tools such as Jira, Confluence, Asana, or MS Project.
• Ability to manage multiple projects simultaneously and prioritize effectively.
• Strong analytical and problem-solving skills.
• Experience with risk management and change control processes.
• Demonstrated ability to work effectively in a hybrid work environment, balancing remote and in-office collaboration.