254 Hdfc Bank jobs in Delhi

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

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

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

·

Company Description

Bandhu4U Services Private Limited, based in the vibrant heart of Delhi, is a leading financial planning company dedicated to empowering individuals and businesses with expert guidance and personalized solutions. Specializing in a comprehensive range of financial services, Bandhu4U offers trading services, investment solutions, insurance expertise, P2P lending platforms, and financial planning and advisory. With a commitment to excellence and a client-centric approach, Bandhu4U aims to optimize your financial potential and secure your financial future.

Role Description

This is a full-time on-site role for a Financial Services Consultant located in New Delhi. The Financial Services Consultant will be responsible for providing expert financial advice and guidance to clients, developing and implementing financial plans, analyzing financial data, and conducting regular reviews of clients' financial situations. The role also involves strategizing investments, offering insurance solutions, and assisting with trading services. Strong communication and consulting skills are essential to build and maintain client relationships.

Qualifications and responsibilities:-

• Finance and Financial Services expertise
• Strong Analytical Skills
• Excellent Communication and Consulting skills
• Ability to develop and implement strategic financial plans
• Experience in the financial planning or investment industry
• Bachelor's degree in Finance, Economics, or related field
• Exp- 0 to 2 year
• Good knowledge of broking and wealth products

Location

New Delhi

Job Description
Job title: Global Financial Services - Marketing Coordinator
Location:
Gurgaon

Job Description:
The Marketing Coordinator is a crucial member of the Marketing team at L.E.K. Consulting. The team is based in India and provides support to the Financial Services (FS) Practice leadership team.

The successful candidate will join the Gurgaon office and will support the firm's Global FS Practice, focusing primarily on supporting global digital marketing operations (website, email, LinkedIn and other social media.) This role will liaise with FS marketers and sector personnel in the USA and in London.

Note
:Candidates must be able to shift their working hours to work until 7/8 PM IST so that they can overlap with US business hours for several hours per day. On occasional days shifting hours to work until 11PM IST may be requested.

The Marketing Coordinator will be responsible for digital content development and coordination efforts, to enable the team to implement holistic marketing campaigns for the leadership team. Day-to-day responsibilities will include marketing coordination with a diverse group of stakeholders, executing targeted marketing campaigns, managing the FS presence on LinkedIn, implementing the social media pipeline, and content creation activities including video production, creation of charts, infographics, illustrations, and other content to support client engagement initiatives, coordination of events and webinars, research, and tracking performance measurement and analytics.

The individual in this role will gain exposure to a holistic B2B marketing set-up, at a fast-moving and international company.

The Role Includes, But Is Not Limited To:

• Working with the Marketing Manager, the Global FS Strategy Lead, and senior leadership to support production and delivery of marketing collateral
• Supporting content generation (website publication, social media promotions, blogs, infographics, reports, articles, etc.)
• Developing an effective social media pipeline and ensuring promotions from Global E.K. accounts, ensuring timely social media coverage, reporting, and tracking
• Cross-functional collaboration with the Global design, digital, and CRM teams to produce and deliver marketing materials (design collateral, videos, infographics, mailers, newsletters, etc.)
• End-to-end development and implementation of email campaigns and newsletters on Pardot, LinkedIn or other channels
• Managing and updating contact lists in CRM systems (Salesforce)
• Research and logistics support for webinars and on-ground events remotely, including networking elements for the teams attending the conference and collaborating with conference organizers on promotion elements
• Supporting the leadership team with business and client development activities, personal branding initiatives and any ad-hoc requests
• Developing/updating standard credentials
• Timely campaign performance measurement, analytics, and tracking using both in-house tools and online platforms
• Support overall brand building efforts for E.K. as a key representative of the marketing team at L.E.K. Consulting
• Coordination with the finance team on expense and marketing budget tracking

Role requirements

• At least 2 to 4 years of relevant experience in a marketing & communications role
• Bachelor's degree or equivalent
• Excellent oral and written English communication skills
• Tact, professionalism, and a high degree of integrity and EQ
• Ability to interact with senior leaders and various stakeholders within the organization
• Ability to be calm, focused, and organized in a fast-paced and ambiguous environment
• A business-oriented focus and attention to detail, ensuring accuracy in each task
• A team player and someone who can collaborate with others
• Proficiency in Excel, PowerPoint, and AI tools
• Strong quantitative capabilities and facility with data-driven analytics
• Familiarity with Customer Relationship Management (CRM) systems (Salesforce), analytical platforms (Google Analytics, Tableau) preferred
• Previous experience in a consulting organization is an advantage

*Benefits And Perks *

• We are among the best-paying firms globally
• We offer a range of other wellness benefits — health insurance, wellness apps, gym reimbursement, etc.

Field Finance: Ship to Collect; GCI; Credit and Collections; Disputes; Cash Applications; Billing

1. Data Collection and Analysis: Gathering data from various sources, cleaning and organizing it, and performing statistical analysis to identify trends and insights

2. Report and Dashboard Creation: Developing and maintaining reports and dashboards using business intelligence (BI) tools and software

3. Communication and Presentation: Effectively communicating findings and recommendations to stakeholders, including senior management, through written reports, presentations, and visualizations

4. Problem Solving: Identifying and resolving issues related to data, reporting, or business processes

5. Collaboration: Working with various departments to understand their data needs and collaborate on projects

6. Process Improvement: Identifying opportunities to improve business processes and workflows based on data insights

7. Data Management: Ensuring the accuracy and validity of data and reports

• Technical Skills: Proficiency in data analysis tools (e.g., SQL, Excel, BI tools)

• Communication Skills: Ability to effectively communicate findings to both technical and non-technical audiences.

• Problem-Solving Skills: Ability to identify and resolve issues related to data, reporting, and business processes.

• Organizational Skills: Ability to manage multiple tasks, prioritize work, and meet deadlines.

• Business Acumen: Understanding of business operations and the ability to apply data insights to improve performance.

• Analytical Skills: Ability to analyze data, identify trends, and draw conclusions.

FedEx was built on a philosophy that puts people first, one we take seriously. We are an equal opportunity/affirmative action employer and we are committed to a diverse, equitable, and inclusive workforce in which we enforce fair treatment, and provide growth opportunities for everyone.

All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, pregnancy (including childbirth or a related medical condition), physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

FedEx is one of the world's largest express transportation companies and has consistently been selected as one of the top 10 World's Most Admired Companies by "Fortune" magazine. Every day FedEx delivers for its customers with transportation and business solutions, serving more than 220 countries and territories around the globe. We can serve this global network due to our outstanding team of FedEx team members, who are tasked with making every FedEx experience outstanding.

The People-Service-Profit philosophy (P-S-P) describes the principles that govern every FedEx decision, policy, or activity. FedEx takes care of our people; they, in turn, deliver the impeccable service demanded by our customers, who reward us with the profitability necessary to secure our future. The essential element in making the People-Service-Profit philosophy such a positive force for the company is where we close the circle, and return these profits back into the business, and invest back in our people. Our success in the industry is attributed to our people. Through our P-S-P philosophy, we have a work environment that encourages team members to be innovative in delivering the highest possible quality of service to our customers. We care for their well-being, and value their contributions to the company.

Our culture is important for many reasons, and we intentionally bring it to life through our behaviors, actions, and activities in every part of the world. The FedEx culture and values have been a cornerstone of our success and growth since we began in the early 1970's. While other companies can copy our systems, infrastructure, and processes, our culture makes us unique and is often a differentiating factor as we compete and grow in today's global marketplace.

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.

About Our Client

Our client is a leading Financial Services firm in the Indian market

Job Description

SAP Implementation & Transformation

Business Accounting & Controls

Strategic Leadership

The Successful Applicant

Customer Service Executive – Voice (English)

• Location: Gurgaon
• Salary: Up to ₹25,000 CTC/month
• Shift: Day Shifts

Eligibility:

• Graduate (any stream)
• Freshers with strong English communication can apply
• 0–1 year of customer service/voice experience preferred

Responsibilities:

• Handle international customer calls
• Provide accurate resolutions & ensure satisfaction
• Maintain records & meet performance targets

Whatsapp CV

Job Types: Full-time, Fresher

Pay: ₹5, ,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Education:

• Bachelor's (Required)

Language:

• English (Required)

Location:

• Delhi, Delhi (Required)

Work Location: In person