Relationship Manager - HDFC Bank Asset Channel
Posted today
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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
Relationship Manager - HDFC Bank Asset Channel
Department
Partnership Distribution
Level/ Band
209
Role Summary :
-Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.
B. Organizational Relationships
Reports To
AM/ TM
Supervises
NA
Job Dimensions
Geographic Area Covered
Zone/ Cluster
Stakeholders Internal
Training
Branch Operations
Distribution Operations
Stakeholders External
Channel Partner
C. Key Result Areas
Sales
·Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
·Working jointing with the Branch Manager on Business Implementation plan
·Driving and motivating the branch staff and providing support for logging in applications sourced
·Tapping the right database of the branch and ensure authentic documentation
·Build relationship with the HDFC branch staff 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 staff activation targets
·Work collectively with HDFC staff 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 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 HDFC branch manager 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.
·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
D. Skills Required
Technical
·Product/Subject matter expertise
·Business perspective & planning
·Finance / Insurance industry awareness
·Self-management
·Problem solving skills
·Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
Senior Auditor - Financial Services
Posted 2 days ago
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Job Description
Key Responsibilities:
- Plan and conduct internal audits of financial processes, systems, and controls.
- Assess the adequacy and effectiveness of internal controls and identify areas of potential risk.
- Perform detailed testing of financial transactions and compliance with policies and regulations.
- Evaluate operational efficiencies and recommend improvements to streamline processes.
- Prepare clear, concise, and accurate audit reports, documenting findings and proposing actionable recommendations.
- Communicate audit results to management and follow up on the implementation of corrective actions.
- Stay current with relevant industry regulations, accounting standards, and auditing best practices.
- Collaborate with external auditors and regulatory bodies as needed.
- Contribute to the continuous improvement of the internal audit function.
- Bachelor's degree in Accounting, Finance, or a related field.
- Professional certification such as CA, CPA, CIA (Certified Internal Auditor), or equivalent is highly preferred.
- Minimum of 5 years of experience in internal or external auditing, with a focus on the financial services industry.
- Strong understanding of financial regulations (e.g., RBI guidelines, SEBI regulations), internal control frameworks (e.g., COSO), and auditing standards.
- Proficiency in data analysis and audit management software.
- Excellent analytical, critical thinking, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to present findings effectively.
- High level of integrity and ethical conduct.
- Ability to work independently and manage multiple audit projects simultaneously in a remote environment.
Senior Business Analyst - Financial Services
Posted today
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Job Description
Key Responsibilities:
- Elicit, analyze, and document business requirements for financial systems and process improvements.
- Collaborate with business stakeholders to understand their needs, challenges, and objectives.
- Translate business requirements into detailed functional and technical specifications.
- Conduct gap analysis and identify opportunities for process optimization and automation.
- Develop use cases, user stories, and process flows to clearly articulate requirements.
- Facilitate requirements gathering workshops and meetings with diverse stakeholder groups.
- Liaise between business units and IT teams to ensure clear communication and alignment.
- Support the testing and validation of new system implementations and enhancements.
- Analyze financial data to identify trends, patterns, and insights that inform business decisions.
- Assist in the development of business cases and project proposals.
- Stay updated on industry best practices, emerging technologies, and regulatory changes in financial services.
- Provide training and support to end-users on new systems and processes.
- Bachelor's degree in Business Administration, Finance, Economics, Information Technology, or a related field.
- A minimum of 5-7 years of experience as a Business Analyst, preferably within the financial services industry.
- Proven experience in requirements gathering, documentation, and analysis.
- Solid understanding of financial products, services, and regulatory environments (e.g., banking, investments, insurance).
- Proficiency in business process modeling and analysis techniques.
- Strong analytical and problem-solving skills, with the ability to think critically and provide data-driven solutions.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly to both technical and non-technical audiences.
- Experience with project management methodologies (e.g., Agile, Waterfall).
- Proficiency in using business analysis tools and techniques.
- Ability to work independently, manage multiple priorities, and thrive in a remote work setting.
- Experience with data analysis tools such as SQL or Excel for data exploration is a plus.
Tax Supervisor - 1065 ( Financial Services )
Posted 14 days 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).
Customer Service
Posted today
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Job Description
Hiring for Domestic L2 Process
Location: Indore (Work From Office)
Walk-in Telephonic Interview
Immediate Joining
Requirements:
- Excellent English Communication
- Education: 12th, Graduate, Post Graduate
- 1 Year Experience in BPO is Mandatory
Salary: 27,000
Shifts: Rotational (Majorly Day)
Work Days: 5 days
Perks:
- 15 Days Hotel Accommodation
- Train/Bus Ticket Covered by the Company
- 10,000 Relocation Bonus for 350 km or more
Customer Service
Posted today
Job Viewed
Job Description
- customer service
- Coll related job
**Job Types**: Full-time, Part-time, Regular / Permanent
Part-time hours: 8-9 per week
**Salary**: ₹15,186.00 - ₹18,500.00 per month
**Benefits**:
- Cell phone reimbursement
- Provident Fund
- Work from home
Schedule:
- Fixed shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Quarterly bonus
COVID-19 considerations:
common surfaces are sanitized regularly, vaccination requirements, etc.
Customer Service
Posted 3 days ago
Job Viewed
Job Description
Hiring for Domestic L2 Process
Location: Indore (Work From Office)
Walk-in Telephonic Interview
Immediate Joining
Requirements:
- Excellent English Communication
- Education: 12th, Graduate, Post Graduate
- 1 Year Experience in BPO is Mandatory
Salary: 27,000
Shifts: Rotational (Majorly Day)
Work Days: 5 days
Perks:
- 15 Days Hotel Accommodation
- Train/Bus Ticket Covered by the Company
- 10,000 Relocation Bonus for 350 km or more
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Customer Service
Posted 3 days ago
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Job Description
Company Overview
GoodVibes Placement Services, a recruitment and outsourcing firm based in Indore since 2019, is renowned for its effective placement of highly qualified professionals across senior, middle, and junior management levels. Specializing in understanding and meeting company needs, GoodVibes ensures client satisfaction through exceptional service and a mission dedicated to reducing unemployment in India. The headquarters is located in Indore, Madhya Pradesh.
Job Overview
We are seeking a dedicated Junior Customer Service Representative for full-time employment with GoodVibes Placement Services. The position is open in Indore . Candidates should possess 1 to 3 years of relevant work experience and be eager to ensure customer satisfaction and effective service.
Qualifications and Skills
- Proven experience in customer service roles, with 1 to 3 years of experience being ideal for this position.
- Must have customer service skills aimed at ensuring customer satisfaction (Mandatory skill).
- Excellent communication and interpersonal skills to interact with clients and understand their service needs.
- Familiarity with Customer Relationship Management (CRM) systems for effective customer handling.
- Ability to work efficiently in a Business Process Outsourcing (BPO) environment.
- Strong problem-solving capabilities to address client issues effectively and swiftly.
- Adaptability to work in a fast-paced environment while maintaining a positive attitude.
- Customer satisfaction skills are crucial, focusing on understanding and fulfilling customer requirements (Mandatory skill).
Roles and Responsibilities
- Handle inbound and outbound calls with professionalism and dedication to customer satisfaction.
- Resolve customer queries and complaints efficiently to enhance customer service experience.
- Interact with customers to provide information about products or services and keep accurate records of customer interactions.
- Use customer relationship management (CRM) systems to track and monitor service requests and responses.
- Proactively engage with clients to address their needs and improve service delivery standards.
- Identify operational challenges and develop practical solutions to enhance service quality.
- Maintain a positive, empathetic, and professional attitude toward customers at all times.
- Collaborate with team members to improve customer support processes and enhance service offerings.
Customer Service
Posted 3 days ago
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Job Description
Company Overview
GoodVibes Placement Services, a renowned recruitment and outsourcing firm headquartered in Indore since 2019, is dedicated to connecting organizations with top-tier professionals across senior, middle, and junior management levels. Our mission is to reduce unemployment in India while ensuring success and satisfaction for our clients through excellent service.
Job Overview
We are seeking a Junior Level Customer Service professional to join our team on a full-time basis. The position is based in Indore, Jaipur, or Gurgaon. The ideal candidate will have 1 to 3 years of work experience in customer service, ensuring exceptional support and service to enhance customer satisfaction and loyalty.
Qualifications and Skills
- Proven customer service experience in a BPO or similar environment for 1 to 3 years.
- Familiarity with customer service practices and principles to deliver exceptional support.
- Excellent problem-solving skills (Mandatory skill) to efficiently handle customer issues and concerns.
- Proficiency in Customer Relationship Management (CRM) tools (Mandatory skill) for streamlined communication.
- Strong customer support skills (Mandatory skill) to maintain a positive customer service experience.
- Ability to handle and resolve customer queries efficiently to ensure satisfaction and repeat business.
- Effective communication skills, both verbal and written, to interact with diverse customers.
- Strong organizational skills and attention to detail to ensure accurate record-keeping and follow-ups.
Roles and Responsibilities
- Respond promptly and professionally to customer inquiries via phone, email, or chat.
- Build and maintain positive relationships with customers to foster trust and loyalty.
- Identify and assess customer needs to provide appropriate solutions and recommendations.
- Collaborate with team members and departments to improve customer service processes.
- Utilize CRM systems to document customer interactions and update customer information accurately.
- Handle customer complaints, provide appropriate solutions and alternatives, and follow up to ensure resolution.
- Provide timely and accurate information to customers regarding products, services, and policies.
- Continuously improve service quality by responding to customer feedback and implementing changes.
Customer Service Representative
Posted today
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Job Description
The Customer Care Representative is responsible for ensuring customer satisfaction by addressing inquiries, resolving complaints, and providing accurate information about products and services. The role requires excellent communication skills, empathy, and the ability to handle a variety of customer concerns in a professional manner.
Key Responsibilities- Customer Interaction
- Respond promptly to customer inquiries via phone, email, chat, or in person.
- Provide detailed and accurate information about company products, services, and policies.
- Handle a high volume of interactions while maintaining professionalism and a positive attitude.
- Issue Resolution
- Troubleshoot and resolve customer complaints or issues effectively.
- Coordinate with other departments to ensure prompt resolution of technical, billing, or service-related problems.
- Follow up with customers to ensure their concerns are fully addressed and resolved.
- Customer Experience Enhancement
- Build and maintain positive relationships with customers to foster loyalty.
- Identify opportunities to upsell or cross-sell products and services when appropriate.
- Gather customer feedback to help improve products, services, and customer support processes.
- Record Keeping
- Maintain detailed and accurate records of customer interactions in the CRM system.
- Process orders, returns, exchanges, and refunds according to company procedures.
- Prepare regular reports on customer issues and feedback for management.
Education & Experience
- High school diploma or equivalent (Bachelors degree preferred).
- Prior experience in customer service or a similar role is an advantage.
Skills & Competencies
- Excellent verbal and written communication skills.
- Strong problem-solving and conflict-resolution abilities.
- Proficiency in using CRM software and basic office applications.
- Ability to multitask and manage time effectively.
Personal Attributes
- Customer-focused with a friendly and empathetic demeanor.
- Patience and resilience under pressure.
- Strong attention to detail and ability to work independently or as part of a team.
- Customer satisfaction scores (CSAT).
- First Contact Resolution (FCR) rate.
- Average Response Time (ART) and Average Handling Time (AHT).
- Retention rate and positive feedback percentages.