Territory Sales Manager - HDFC Bank Branch Banking
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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
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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
·
Actuarial Associate -financial Services
Posted 1 day ago
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***Designation**:Actuarial Associate Manager**
***Job Location**:Gurugram**
***Qualifications**:BSc/Bachelor’s in actuarial science**
***Years of Experience**:10-14 years**
**About Accenture**:
**What would you do?**:
"You will be aligned to our Financial Services, banking, Insurance, and Capital Market vertical which is focused on helping clients with their tax preparations, insurance coverage, and investment portfolios. The Insurance team helps clients and organizations transform their insurance operations into a digital, cost-efficient, agile operating model that helps drive sustainable growth and redefine customer experience. This team provides expertise in the areas of employee benefits, life and annuity, property and casualty and retirement services. In this role, you will be working on Actuarial and help advise insurance agencies on how to compile and analyze statistics and use them to calculate insurance risks and premiums. You will support pricing analyses, performance monitoring for Insurance clients, assist in analyzing the profitability of business segments within the lines of business assigned. You will also need to identify pockets of profitable growth opportunities, monitor rate, exposure, retention, and lost business changes, monitor loss trends and relevant industry/regulatory changes, and effectively communicate to the management. You will need to conduct research, experience studies, and other more complex actuarial analysis; develop, review, and analyze changes and improvements to actuarial procedures, optimize processes to meet business needs. The role may also require you to communicate with underwriters, finance, claims, compliance, and legal dep"
**What are we looking for?**:
"
- Actuary
- Insurance
- Ability to establish strong client relationship
- Collaboration and interpersonal skills
- Ability to manage multiple stakeholders "
**Roles and Responsibilities**:
"
- In this role you are required to do analysis and solving of moderately complex problems
- Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures
- The person requires understanding of the strategic direction set by senior management as it relates to team goals
- Primary upward interaction is with direct supervisor or team leads
- Generally interacts with peers and/or management levels at a client and/or within Accenture
- The person should require mínimal guidance when determining methods and procedures on new assignments
- Decisions often impact the team in which they reside and occasionally impact other teams
- Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture
- Please note that this role may require you to work in rotational shifts"
BSc/Bachelor’s in actuarial science
Global Financial Services - Marketing Coordinator
Posted today
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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&aposs 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
- 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
- We are among the best-paying firms globally
- We offer a range of other wellness benefits — health insurance, wellness apps, gym reimbursement, etc.
Skills Required
Salesforce, Email Campaigns, Powerpoint, content generation, Tableau, Excel, Google Analytics, Crm Systems
Tax Supervisor - 1065 ( Financial Services )
Posted 1 day ago
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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).
Tax Supervisor - 1065 ( Financial Services )
Posted 1 day ago
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Job Description
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).
Business Development Manager - Financial Services
Posted 18 days ago
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Apply
Job Overview
We are seeking a Mid-Level Business Development Manager (Financial Services) at our client place based Gurgaon. This is a full-time position requiring effective business development strategies to enhance our client base. The candidate will focus on lead generation and trade finance while taking on a strategic role in our growth initiatives.
Roles and Responsibilities
- Develop and execute business plans to meet revenue targets and expand the company's client base.
- Drive the acquisition of new customers for Domestic Trade Finance Products-LC Bill Discounting & BG Bill Discounting, TReDS, Supply Chain Finance, Debt Syndication & Credit rating.
- Formulate and implement dynamic business development strategies that deliver results.
- Cultivate and strengthen robust relationships with clients to foster lasting partnerships.
- Identify new business opportunities and drive lead generation activities aligned with business goals.
- Conduct market research and competitor analysis to stay ahead in the Financial consulting industry.
- Negotiate and close business deals, ensuring a high level of client satisfaction.
- Maintain strong relationships with existing clients and partners, nurturing opportunities for growth.
- Monitor market trends and adjust strategies in response to economic and industry changes.
- Prepare reports and presentations to communicate business development progress to senior management.
Qualifications and Skills
- Expertise in business development with a proven track record in expanding market presence (Financial Products).
- Strong understanding of trade finance to support transaction underwriting and risk management (Mandatory skill).
- Capability of performing in-depth financial analysis for the assessment of potential business opportunities.
- In-depth knowledge and experience of financial products, including Working Capital Finance (CC/WCDL/LC/BG), Supply Chain Finance, Term Loans, Project Finance, and Credit Ratings.
- Skilled in strategic planning to help define and execute business growth strategies.
- Familiarity with credit rating principles to assess company creditworthiness and mitigate financial risks.
- Experience in debt syndication to structure and arrange large financial transactions effectively.
- Good communication and interpersonal skills.
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Client Solutions Manager - Financial Services and Real Estate
Posted 2 days ago
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Meta is seeking a Client Solutions Manager (CSM) to join our Global Business Group team based out of India. The CSM will work with large local advertisers, who are operating multi-channel, and combine a focus on digital marketing (performance, brand, full funnel) on the Meta platforms. We are looking for a individual who puts customers at the core of everything and has a firm belief that the future of marketing is technology and data enabled and grounded in measurable outcomes. With proven understanding of online performance and brand marketing, the CSM is responsible to drive revenue by advising on campaigns on Meta platforms, optimizing the advertising solutions, use data and analytics to build consultative advice for our customers and explore usage of suite of business messaging across customer lifecycle.
**Required Skills:**
Client Solutions Manager - Financial Services and Real Estate Responsibilities:
1. Work with brands to understand their business objectives and develop the Meta strategy in partnership with the Client Partner, which will constitute building on insights, crafting media plans, page strategy, creative and measurement recommendations
2. Leverage Meta's extensive Performance Marketing (Direct Response) solutions and Brand solutions apart from the growing Business Messaging suite to the benefit of our advertisers
3. Build key stakeholder relationships both internally and externally, and acts as a key influencer in shaping product roadmaps, platform strategy and the overall Meta narrative
4. Provide dedicated account management to top clients, to develop, manage, optimize, and support strategic account plans, and leverage data to create business solutions for clients
5. Develop financial services and real estate vertical expertise, including industry research and perspective, to drive overall business objectives and marketing solutions for advertisers
6. Media Planning, Strategy, and Measurement - Manage planning, execution, ongoing reporting and optimization of campaigns
7. Project Management - Manage complex work streams to optimize marketing objectives for clients
8. Manage analytics and dashboards to advise clients (for example, daily client-facing data and insights reporting, understanding performance across hundreds of accounts used by clients, setting up pipelines to pull conversion and impression data)
**Minimum Qualifications:**
Minimum Qualifications:
9. Bachelor's degree
10. 3+ years of experience in performance marketing and/or account management roles
11. Demonstrated experience of digital performance marketing and accompanying Meta advertising solutions
12. Critical thinking, analytical and technical skills are essential, as well as patience, persistence, and the ability to arrive at solutions in a structured manner
13. Demonstrated dexterity to develop and manage cross functional partnership as well as client relationships in complex and rapidly evolving environment
14. Willingness to travel
**Preferred Qualifications:**
Preferred Qualifications:
15. Masters Preferred
16. Experience in Digital Marketing or Growth function in Financial Services or Prop-tech space
**Industry:** Internet