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
·
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
Associate Territory 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
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
·
Financial Services Professional
Posted today
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Job Description
We are seeking an experienced Investor Relations Specialist to join our team.
About the Role:
The Investor Relations Specialist will be responsible for handling inbound and outbound voice calls, educating investors about our products and investment process, and resolving investor queries related to accounts, investments, and transactions.
Key Responsibilities:
- Handle Voice Calls: Handle inbound and outbound voice calls with professionalism and empathy.
- Educate Investors: Educate investors about our products, investment process, and policies.
- Resolve Investor Queries: Resolve investor queries related to accounts, investments, and transactions.
- Guide through App/Website Processes: Guide investors through app/website processes such as KYC, investment execution, etc.
Requirements:
- Graduate in Finance or Relevant Field: Graduate in any discipline with a background in finance preferred but not mandatory.
- Excellent Communication Skills: Excellent verbal communication skills in English.
- Strong Listening and Problem-Solving Skills: Strong listening, problem-solving, and interpersonal skills.
- Fintech Experience: Comfort with fintech apps, digital KYC, and investment platforms.
What We Offer:
A competitive salary + performance-based incentives and learning opportunities in financial markets, investor relations, and fintech operations.
Trainer - Banking & Financial Services
Posted today
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Job Description
Check us more at : Description We are looking for dynamic and committed Financial Literacy Trainers to deliver engaging and impactful financial education sessions under BFSI (Banking, Financial Services, and Insurance) skill development initiatives. The trainer will be responsible for conducting financial awareness sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking, savings, investments, credit, insurance, and digital finance.
This is a project specific position and part time, remote to be based in Uttarakhand. The position is ideal for freelance trainers, trainers looking for short term assignments and for candidates willing to travel within the state.
Key Responsibilities: Deliver financial literacy training sessions to target groups including youth, women, rural populations, SHGs, and unbanked segments as per project curriculum. Train participants on: Basics of Banking & Financial Services Savings, Budgeting, and Financial Planning Insurance and Risk Protection Credit & Debt Management Government Financial Schemes (e.g., PMJDY, PMJJBY, PMSBY) Digital Banking, UPI, Mobile Wallets, and Cyber Security Ensure training delivery meets project quality standards, timelines, and outcomes. Maintain session attendance, feedback, and training records as per reporting requirements. Motivate and encourage learners to adopt formal financial practices and access financial services. Liaise with local stakeholders including banks, SHGs, panchayats, and community leaders for mobilization and outreach.
Candidate Profile: Education: Graduate in any discipline (preferably in Commerce, Economics, Social Work). Certification in Financial Literacy, BFSI, or NISM/NABARD modules is desirable. Experience: 1–5 years in training or community outreach roles, preferably in financial inclusion, SHG training, or BFSI skill projects. Skills Required: Good communication skills in local/regional language Basic understanding of BFSI products and services Ability to connect with grassroots-level participants Familiarity with digital financial tools and mobile banking Documentation and basic reporting skills Other Requirements: Willingness to travel to project locations and conduct field sessions. Prior experience with NSDC/CSR/State Govt. skill projects preferred. Retired Bankers, Practising CA’s, Teachers, etc are encouraged to apply
Remuneration: Based on experience, location, and project norms.
Interested candidates may fill in the following application form. Faculty Application Form -
Senior Risk Analyst - Financial Services
Posted 2 days ago
Job Viewed
Job Description
Responsibilities:
- Develop, implement, and maintain robust risk assessment models and methodologies.
- Analyze financial data to identify emerging risks and trends, providing timely and actionable insights to senior management.
- Conduct stress testing and scenario analysis to evaluate the impact of adverse market conditions on the institution's portfolio.
- Monitor compliance with internal risk policies and external regulatory requirements (e.g., Basel Accords, RBI guidelines).
- Prepare comprehensive risk reports for senior management, board committees, and regulatory bodies.
- Evaluate the effectiveness of risk mitigation strategies and recommend enhancements.
- Collaborate with business units to ensure a consistent understanding and management of risks across the organization.
- Perform due diligence on new financial products and strategies from a risk perspective.
- Stay current with industry best practices, regulatory changes, and technological advancements in risk management.
- Mentor junior risk analysts and contribute to the development of the risk team.
- Identify opportunities for automation and improvement in risk management processes and systems.
- Contribute to the development and refinement of the company's risk appetite framework.
- Provide expert advice on risk-related matters to various stakeholders.
- Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
- Minimum of 5-7 years of progressive experience in risk management, preferably within the banking or financial services sector.
- Proven expertise in credit risk, market risk, operational risk, or a combination thereof.
- Strong quantitative and analytical skills, with proficiency in statistical modeling and data analysis tools (e.g., SAS, R, Python, MATLAB).
- In-depth knowledge of financial instruments, markets, and regulatory landscapes.
- Excellent report writing and presentation skills, with the ability to communicate complex risk concepts effectively.
- Experience with risk management software and platforms.
- Strong understanding of financial modeling techniques and their application in risk assessment.
- Ability to work independently and as part of a team in a fast-paced environment.
- Professional certifications such as FRM, PRM, or CFA are highly desirable.
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Senior Risk Analyst - Financial Services
Posted 7 days ago
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Senior Management Consultant - Financial Services
Posted 18 days ago
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Job Description
Key Responsibilities:
- Lead and manage consulting projects for clients in the financial services industry, including banks, insurance companies, and investment firms.
- Develop strategic recommendations to address key business challenges such as market entry, digital transformation, operational efficiency, risk management, and regulatory compliance.
- Conduct comprehensive market research, competitive analysis, and financial modeling.
- Design and implement business process improvements and organizational restructuring initiatives.
- Advise clients on leveraging technology to enhance customer experience, streamline operations, and drive innovation.
- Facilitate workshops and executive-level meetings to gather insights and present findings.
- Develop compelling business cases and implementation roadmaps for strategic initiatives.
- Build and maintain strong, trusted relationships with senior client stakeholders.
- Manage project teams, ensuring timely delivery of high-quality client deliverables.
- Contribute to the firm's knowledge base by developing intellectual property and best practices.
- Mentor and coach junior consultants, fostering their professional growth.
- Stay abreast of industry trends, regulatory changes, and emerging technologies impacting the financial services sector.
- Identify new business opportunities and contribute to proposal development.
- MBA or Master's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 7 years of experience in management consulting or within the financial services industry.
- Demonstrated expertise in one or more areas: retail banking, investment banking, insurance operations, wealth management, fintech, or regulatory affairs.
- Proven track record of successfully managing complex client projects and delivering measurable results.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent communication, presentation, and interpersonal skills, with the ability to influence senior executives.
- Proficiency in financial modeling, data analysis, and strategic planning frameworks.
- Experience with change management and business process re-engineering.
- Ability to work effectively in a team-oriented, fast-paced environment.
- Willingness to travel to client sites as needed.
Lead Blockchain Developer - Financial Services
Posted 18 days ago
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Job Description
Responsibilities:
- Lead the design and development of blockchain-based financial solutions.
- Architect and implement secure, scalable, and performant smart contracts and dApps.
- Integrate blockchain technology with legacy financial systems and third-party APIs.
- Mentor and guide a team of blockchain developers.
- Ensure compliance with financial industry regulations and security best practices.
- Conduct thorough research and evaluation of new blockchain technologies and protocols.
- Collaborate with cross-functional teams to define project requirements and deliver high-quality solutions.
- Troubleshoot and resolve technical issues related to blockchain infrastructure.
- Contribute to the overall technical strategy and roadmap for blockchain initiatives.
- Bachelor's or Master's degree in Computer Science, Engineering, or a related field.
- 5+ years of experience in software development, with at least 3 years focused on blockchain development.
- Proven expertise in developing smart contracts using Solidity, Go, or Rust.
- In-depth knowledge of blockchain architectures, consensus mechanisms, and cryptography.
- Experience with enterprise blockchain platforms (e.g., Hyperledger Fabric, R3 Corda) and/or public blockchains (e.g., Ethereum).
- Strong understanding of financial services industry, including regulatory requirements.
- Experience in leading development teams and managing software projects.
- Excellent problem-solving, analytical, and communication skills.
- Ability to work effectively in a fully remote, collaborative environment.