361 Hdfc Bank jobs in Delhi

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

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

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

· 

• Developing, implementing, and maintaining the organization's risk management framework and policies.
• Conducting comprehensive risk assessments, including credit risk, market risk, operational risk, and liquidity risk.
• Analyzing financial data and market trends to identify potential risks and vulnerabilities.
• Developing and implementing risk mitigation strategies and action plans.
• Preparing detailed risk reports and presentations for senior management and regulatory bodies.
• Monitoring key risk indicators (KRIs) and ensuring compliance with regulatory requirements.
• Collaborating with various departments to embed risk awareness and best practices throughout the organization.
• Utilizing quantitative modeling techniques and statistical tools to assess risk exposure.
• Staying updated on industry best practices, regulatory changes, and emerging risks in the financial sector.
• Participating in internal and external audits related to risk management.
• Mentoring junior analysts and contributing to the team's overall development.

• Elicit, analyze, and document business requirements from stakeholders across financial services domains.
• Develop detailed functional specifications, user stories, and process flows for software development.
• Collaborate with the development and QA teams to ensure accurate implementation and testing of requirements.
• Facilitate and lead user acceptance testing (UAT) sessions, coordinating feedback and sign-offs.
• Analyze existing business processes and identify opportunities for improvement through technology solutions.
• Act as a liaison between business stakeholders and the technical team, ensuring clear communication and understanding.
• Manage requirements traceability throughout the project lifecycle.
• Contribute to project planning, scope definition, and risk assessment.
• Prepare and deliver presentations on business requirements and proposed solutions.
• Stay current with industry trends, emerging technologies, and regulatory changes impacting financial services.
• Mentor junior business analysts and provide guidance on best practices.

• Master's or Bachelor's degree in Finance, Business Administration, Computer Science, Information Technology, or a related field.
• Minimum of 7 years of experience as a Business Analyst, with a significant focus on the financial services industry.
• Proven experience in requirements gathering, documentation, and analysis for complex financial systems (e.g., trading platforms, core banking, wealth management).
• Strong understanding of financial products, market data, trading lifecycle, and relevant regulations.
• Proficiency in using business analysis tools and methodologies (e.g., UML, BPMN).
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication, presentation, and interpersonal skills.
• Experience with Agile/Scrum methodologies is highly desirable.
• Ability to work independently and manage multiple projects effectively in a remote environment.
• Relevant certifications (e.g., CBAP) are a plus.

• Develop, implement, and maintain the company's compliance program.
• Monitor adherence to all applicable laws, regulations, and internal policies.
• Conduct regular compliance risk assessments and identify areas of concern.
• Provide expert advice and guidance to business units on regulatory matters.
• Draft, review, and update compliance policies and procedures.
• Manage regulatory inquiries, audits, and examinations.
• Develop and deliver compliance training programs to employees.
• Investigate potential compliance breaches and recommend corrective actions.
• Stay current with regulatory changes and industry best practices.
• Prepare compliance reports for senior management and regulatory bodies.

• Law degree or a Master's degree in Finance, Business Administration, or a related field.
• Minimum of 7 years of experience in compliance within the financial services industry.
• In-depth knowledge of Indian financial regulations (RBI, SEBI, etc.).
• Proven experience in developing and implementing compliance programs.
• Strong understanding of financial products, services, and risk management.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills.
• Ability to work independently and manage multiple priorities.
• High level of integrity and ethical standards.

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists

Responsibilities

• Communicate with customers via phone, email and chat
• Provide knowledgeable answers to questions about product, pricing and availability
• Work with internal departments to meet customer's needs
• Data entry in various platforms

Qualifications

• At least 1 - 3 years' of relevant work experience
• Excellent phone etiquette and excellent verbal, written, and interpersonal skills
• Ability to multi-task, organize, and prioritize work