220 Hdfc Bank jobs in Delhi

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

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 – 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

• Performing detailed financial analysis, including company valuations, discounted cash flow (DCF) analysis, precedent transaction analysis, and comparable company analysis.
• Building complex financial models for mergers, acquisitions, and capital raising transactions.
• Conducting industry research and preparing sector-specific analysis.
• Assisting in the preparation of client presentation materials, including pitch books and confidential information memorandums (CIMs).
• Supporting senior bankers in client meetings and transaction execution.
• Monitoring market trends and economic developments relevant to client industries.
• Conducting due diligence on potential M&A targets and financing opportunities.
• Maintaining client relationships and managing project timelines.
• Ensuring accuracy and quality of all financial analysis and client deliverables.
• Collaborating with deal teams to ensure successful transaction closings.

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).