Relationship Manager - HDFC Bank Asset Channel
Posted today
Job Viewed
Job Description
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
Relationship Manager - HDFC Bank Asset Channel
Department
Partnership Distribution
Level/ Band
209
Role Summary :
-Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.
B. Organizational Relationships
Reports To
AM/ TM
Supervises
NA
Job Dimensions
Geographic Area Covered
Zone/ Cluster
Stakeholders Internal
Training
Branch Operations
Distribution Operations
Stakeholders External
Channel Partner
C. Key Result Areas
Sales
·Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
·Working jointing with the Branch Manager on Business Implementation plan
·Driving and motivating the branch staff and providing support for logging in applications sourced
·Tapping the right database of the branch and ensure authentic documentation
·Build relationship with the HDFC branch staff 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 staff activation targets
·Work collectively with HDFC staff 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 HDFC branch manager 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.
·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
D. Skills Required
Technical
·Product/Subject matter expertise
·Business perspective & planning
·Finance / Insurance industry awareness
·Self-management
·Problem solving skills
·Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
Territory Sales Manager - HDFC Bank Branch Banking
Posted today
Job Viewed
Job Description
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
Territory Sales Manager
Department
HDFC Bank –Branch Banking
Level/ Band
306- Assistant Managers
Role Summary: Dualresponsibilityofdirectsourcingaswellasteammanagement.
-Interact with Bank’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 To
Circle Manager
Supervises
CAM’s
Job Dimensions
Geographic Area Covered
Zone/s
Stakeholders Internal
Supervisors, RMs, Ops, Underwriting
Stakeholders External
Bank – Channel Partner
C. Key Result Areas
Interact with Bank branch employee, Bank’s Cluster Head to help them achieve sales targets & while ensuring that the persistency & productivity is maintained
·Provide guidance &support to Bank’s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance, pending resolve etc
·Maintain good relationship with Bank’s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
·Ensure that they are meeting their team targets as well as individual sales targets
·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
Ensure Recruitment is as per plans
·Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
·Align partner to ensure both teams are working towards the same goal
Monitor the performance of RMs to promote them to the next level
·Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.
Ma intain & drive complianceatthezone
·Ensure adherence to SOPs & sales processes & instigate disciplinary
action against those fond breaching them
T o pLineGrowth/Business Enablement
·AchievementofNBPremiumtarget,RMActivationandProductmix
B usinessEnablers
·Salesactivitymanagement,renewalcollection,andhighlevelrelationship mappingwithbankstaff(veryimportant)
Risk
·‘Own-up’theriskofthefunctionbydevelopingariskawareculturethrough participationinmeasurement,analysisandmitigationofrisksassociatedwiththe respectivefunction. Thisincludesdevelopmentofrisk responseprocesses, participation in
Corporate Account Manager - HDFC Bank Branch Banking
Posted today
Job Viewed
Job Description
JOB DESCRIPTION
A Position Overview
Position Title
Corporate Account Manager – HDFC Bank Branch Banking
Department
HDFC Bank - Branch Banking
Level/ Band
Executive/201
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 so as to
Foster sales for the company and mmaintain 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
·
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
·
Influencing skills
Relationship Building skills
·
Decision making skills
·
Language Skills
English, Local language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post-Graduate
Experience
1 - 3 years in Sales (Insurance / Financial Service Background)
Age
Below or 30 years
Corporate Account Manager - HDFC Bank Branch Banking
Posted today
Job Viewed
Job Description
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
·
Central Finance Controller - Top Financial Services Firm
Posted today
Job Viewed
Job Description
About Our Client
Our client is a Top Financial Services company in the Indian market
Job Description
Financial Planning & Controlling:
Financial Reporting & Compliance:
Risk & Internal Controls:
Stakeholder Management & Business Partnering:
The Successful Applicant
Strategy Lead PMO & Special Projects | Financial services
Posted today
Job Viewed
Job Description
About Our Client
A market-leading financial services organization with a diversified portfolio across lending, wealth, and insurance, backed by strong governance and a high-performing leadership team. The company is undergoing rapid digital transformation and is committed to innovation-led growth.
Job Description
Strategic Thinking:
* Act as a strategic advisor/ sounding board for functions and function heads, proactively identify opportunities, risks, and interdependencies across initiatives and provide insights for informed decision-making.
* Ideate and Design workshops to drive expected outcomes for strategic initiatives.
* Partner along with function heads in formulating strategy, OKRs, Balanced Score Card metrics for concerned functions
* Inculcate strategic thinking as a way of working, impactful storyboards and deliverables
Portfolio Leadership:
* Lead the end-to-end portfolio management process, ensuring initiatives are aligned with strategic imperatives, and delivering intended business value/ outcome.
Cross-functional collaboration:
* Foster a culture of collaboration by bringing together multiple functions and ensuring a unified approach toward portfolio priorities.
* Encourage knowledge sharing, and collective problem-solving across teams.
Program Governance, Change Management:
* Deliver high-quality, insightful, and actionable executive reporting on portfolio status, OKRs, Balance Score Card, risks, and outcomes to senior leadership
* Support change management efforts across initiatives, helping the organization navigate through transformation with minimal disruption and maximum engagement.
Job Description - Associate Director Portfolio Management
Page 3 of 3
* Managing the relationship and communication with business partners and all stakeholders, ensuring the projects/initiatives are delivered to intended outcomes.
Continuous Improvement:
* Identify opportunities to advance portfolio management practices and evolve the function to meet evolving business needs.
The Successful Applicant
Experience, skills
* Graduate from reputed institute, MBA/CA/ BE/B. Tech. from a reputed institute.
* 12+ years of experience in strategy, portfolio management roles.
* Demonstrate ability to lead cross-functional initiatives and manage complex stakeholder environments.
* Strong strategic thinking skills and the ability to connect project-level execution with enterprise-level strategy.
* Proven track record of constructively challenging stakeholders to improve clarity, prioritize efforts, and drive business value.
* Excellent collaboration, communication, and relationship-building skills.
* Strong organizational, problem-solving, and analytical skills.
* PMP, Scrum Master, or other relevant certifications are a plus, but not mandatory.
Customer Service
Posted today
Job Viewed
Job Description
This is a remote position.
Zero Energy Australia is seeking a proactive Customer Service Representative to manage both inbound and outbound calls, handle basic customer enquiries, and ensure seamless support through our Zoho Desk and Yeastar IVR platform. You will be the first point of contact for our clients, resolving queries efficiently and escalating complex issues to the right teams.
Inbound Call Handling:
Answer customer calls promptly, logging each interaction in Zoho Desk.
Resolve routine enquiries about installations, service schedules, billing, and rebates.
Triage and assign tickets to appropriate departments (e.g., Operations, Technical, Billing).
Outbound Calls & Follow‑Up:
Conduct follow‑up calls to confirm appointments, collect missing information, and close open tickets.
Reach out to leads who have submitted enquiries but not yet converted, providing product information and booking consultations.
Helpdesk Management (Zoho Desk):
Create, update, and close support tickets with accurate notes and SLAs.
Use automations and macros to streamline responses for FAQs and common requests.
Monitor ticket queues and ensure compliance with response‑time objectives.
Yeastar IVR Integration:
Configure call flows in Yeastar to route calls based on enquiry type and availability.
Update call‑routing rules as needed and test new IVR menus.
Review call logs and recordings to identify training needs or system improvements.
Customer Engagement & Satisfaction:
Maintain a professional, empathetic tone on all calls.
Gather customer feedback and log suggestions for process improvements.
Escalate any urgent or sensitive issues (e.g., safety concerns) to management immediately.
Reporting & Continuous Improvement:
Generate weekly reports on call volumes, ticket resolution times, and customer satisfaction scores.
Participate in regular team huddles to share insights and refine call‑handling scripts.
Requirements Essential Requirements
Minimum 1 year of customer service or call‑centre experience, preferably in HVAC, utilities, or field services.
Familiarity with Zoho Desk (or similar ticketing systems) and basic IVR concepts.
Strong verbal communication skills and active‑listening ability.
Comfortable with outbound prospecting calls and follow‑up.
Excellent organisational skills and attention to detail when logging tickets.
Ability to multitask and maintain composure under high call volumes.
Desirable Qualifications
Experience configuring or managing Yeastar PBX/IVR systems. (Plus)
Basic understanding of HVAC products, rebate programs, or service‑industry workflows. (Plus)
Proficiency in Zoho CRM for lead‑tracking and simple data updates. (Plus)
Benefits Why Join Us?
Work in a collaborative, customer‑centric environment with career growth opportunities.
Gain hands‑on experience with industry‑leading cloud platforms (Zoho Desk, Yeastar).
Competitive pay, salary packaging options, and supportive team culture.
Requirements
Essential Requirements Minimum 1 year of customer service or call‑centre experience, preferably in HVAC, utilities, or field services. Familiarity with Zoho Desk (or similar ticketing systems) and basic IVR concepts. Strong verbal communication skills and active‑listening ability. Comfortable with outbound prospecting calls and follow‑up. Excellent organisational skills and attention to detail when logging tickets. Ability to multitask and maintain composure under high call volumes. Desirable Qualifications Experience configuring or managing Yeastar PBX/IVR systems. (Plus) Basic understanding of HVAC products, rebate programs, or service‑industry workflows. (Plus) Proficiency in Zoho CRM for lead‑tracking and simple data updates. (Plus)
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Customer Service
Posted today
Job Viewed
Job Description
This is a remote position.
Zero Energy Australia is seeking a proactive Customer Service Representative to manage both inbound and outbound calls, handle basic customer enquiries, and ensure seamless support through our Zoho Desk and Yeastar IVR platform. You will be the first point of contact for our clients, resolving queries efficiently and escalating complex issues to the right teams.
Inbound Call Handling:
Answer customer calls promptly, logging each interaction in Zoho Desk.
Resolve routine enquiries about installations, service schedules, billing, and rebates.
Triage and assign tickets to appropriate departments (e.g., Operations, Technical, Billing).
Outbound Calls & Follow‑Up:
Conduct follow‑up calls to confirm appointments, collect missing information, and close open tickets.
Reach out to leads who have submitted enquiries but not yet converted, providing product information and booking consultations.
Helpdesk Management (Zoho Desk):
Create, update, and close support tickets with accurate notes and SLAs.
Use automations and macros to streamline responses for FAQs and common requests.
Monitor ticket queues and ensure compliance with response‑time objectives.
Yeastar IVR Integration:
Configure call flows in Yeastar to route calls based on enquiry type and availability.
Update call‑routing rules as needed and test new IVR menus.
Review call logs and recordings to identify training needs or system improvements.
Customer Engagement & Satisfaction:
Maintain a professional, empathetic tone on all calls.
Gather customer feedback and log suggestions for process improvements.
Escalate any urgent or sensitive issues (e.g., safety concerns) to management immediately.
Reporting & Continuous Improvement:
Generate weekly reports on call volumes, ticket resolution times, and customer satisfaction scores.
Participate in regular team huddles to share insights and refine call‑handling scripts.
Requirements Essential Requirements
Minimum 1 year of customer service or call‑centre experience, preferably in HVAC, utilities, or field services.
Familiarity with Zoho Desk (or similar ticketing systems) and basic IVR concepts.
Strong verbal communication skills and active‑listening ability.
Comfortable with outbound prospecting calls and follow‑up.
Excellent organisational skills and attention to detail when logging tickets.
Ability to multitask and maintain composure under high call volumes.
Desirable Qualifications
Experience configuring or managing Yeastar PBX/IVR systems. (Plus)
Basic understanding of HVAC products, rebate programs, or service‑industry workflows. (Plus)
Proficiency in Zoho CRM for lead‑tracking and simple data updates. (Plus)
Benefits Why Join Us?
Work in a collaborative, customer‑centric environment with career growth opportunities.
Gain hands‑on experience with industry‑leading cloud platforms (Zoho Desk, Yeastar).
Competitive pay, salary packaging options, and supportive team culture.
Customer Service
Posted today
Job Viewed
Job Description
Qualifications and Skills
Should have very good Analytical skills He or she should be very good with numbers. Should have very good interpersonal skills with decent verbal and written communication skills.
Call HR: - ** **
**Job Types**: Full-time, Fresher
**Salary**: ₹12,000.00 - ₹22,000.00 per month
Schedule:
- Day shift
**Education**:
- Higher Secondary(12th Pass) (preferred)
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
- Hindi (preferred)
Customer Service
Posted today
Job Viewed
Job Description
Looking for a job change with better pay - DONE
Looking for Work from Home - DONE
Looking for Non-Toxic Environment - DONE
Job Role - US Recruiter (IT/Non IT) Incentives ranging from $100 to $1000 depending on structure
Timings - 8:30 PM to 5:30 AM (While Training) then changing depending upon US Time Zones.
**Salary**: ₹10,168.94 - ₹100,000.03 per month
**Benefits**:
- Internet reimbursement
- Paid time off
- Work from home
Schedule:
- Night shift
Supplemental pay types:
- Commission pay
- Overtime pay
- Performance bonus