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
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
·
Senior Risk Analyst - Financial Services
Posted 1 day ago
Job Viewed
Job Description
As a Senior Risk Analyst, you will be responsible for developing and implementing sophisticated risk models, performing quantitative and qualitative risk assessments, and monitoring the overall risk exposure of the company. You will analyze financial data, market trends, and regulatory changes to provide actionable insights and strategic recommendations to senior management. This role requires a deep understanding of financial markets, various types of risk (credit, market, operational, liquidity), and robust analytical techniques. You will also be involved in ensuring compliance with regulatory requirements and contributing to the enhancement of the firm's risk management framework. Proactive engagement with different business units will be key to understanding and managing their unique risk profiles.
Key responsibilities include:
- Conducting comprehensive risk assessments across different business lines and financial products.
- Developing, validating, and implementing quantitative risk models for credit, market, and operational risk.
- Monitoring key risk indicators (KRIs) and reporting on risk exposures to senior management and regulatory bodies.
- Analyzing financial data and market information to identify emerging risks and trends.
- Evaluating the effectiveness of existing risk controls and recommending improvements.
- Contributing to the development and refinement of the enterprise-wide risk management framework.
- Ensuring compliance with relevant financial regulations and reporting requirements.
- Preparing detailed reports and presentations on risk assessments, model performance, and mitigation strategies.
- Collaborating with internal audit, compliance, and business units to address risk-related issues.
- Staying abreast of global financial markets, economic conditions, and regulatory developments.
The ideal candidate will hold a Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field. A minimum of 5 years of relevant experience in risk management within the financial services industry is required. Proven expertise in quantitative modeling, statistical analysis, and risk assessment techniques is essential. Proficiency in statistical software (e.g., R, Python, SAS) and experience with financial modeling tools are highly desirable. Excellent analytical, problem-solving, and communication skills are critical. Strong understanding of financial regulations (e.g., Basel Accords, SEBI guidelines) and a professional certification (e.g., FRM, PRM) would be advantageous. This on-site role demands close interaction and teamwork within the Gurugram office.
Senior Business Analyst - Financial Services
Posted 4 days ago
Job Viewed
Job Description
Business Development Manager - Financial Services
Posted 23 days ago
Job Viewed
Job Description
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.
Customer Service
Posted today
Job Viewed
Job Description
**Salary**: ₹9,664.98 - ₹30,097.46 per month
**Benefits**:
- Commuter assistance
Schedule:
- Morning shift
Ability to commute/relocate:
- Gurgaon, Haryana: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Higher Secondary(12th Pass) (preferred)
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
- Hindi (preferred)
**Speak with the employer**
Customer Service Specialist
Posted 1 day ago
Job Viewed
Job Description
Company Description
We suggest you enter details here.
Role Description
This is a full-time on-site role for a Customer Service Specialist, located in New Delhi. The Customer Service Specialist will handle day-to-day tasks such as addressing customer inquiries, resolving customer complaints, and ensuring customer satisfaction. The Specialist will also manage phone communication, maintain records of customer interactions, and provide feedback to improve the overall customer experience.
Qualifications
- Proficiency in Customer Support and Customer Service
- Skills in ensuring Customer Satisfaction and enhancing Customer Experience
- Excellent Phone Etiquette and communication skills
- Strong organizational and problem-solving abilities
- Ability to work effectively in a fast-paced environment
- Prior experience in a similar role is a plus
- High school diploma or equivalent; Bachelor's degree preferred
- Salary Upto 5 LPA + Incentives
Kindly forward your resume to .
Be The First To Know
About the latest Hdfc bank Jobs in Gurgaon !