1041 Hdfc Bank jobs in Mumbai

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

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

· 

Job Description

APosition Overview

Position TitleTerritory Sales Manager

DepartmentHDFC Bank–Branch Banking

Level/ BandKAM as per PD sankalp

Role Summary:Dual responsibility of direct sourcing as well as team management.

-Interact withBank’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 ToCircle Manager

SupervisesRMs

C Job Dimensions

Geographic Area CoveredZone/s

StakeholdersSupervisors, RMs, Ops, Underwriting

Internal

ExternalBank–Channel Partner

D Key Result Areas

Interact with Bank branch∙Provide guidance &support toBank’s employee, TATA AIA RMs and

employee,Bank’sClusterall stakeholders in terms of submissions, issuance , pending resolve etc

Head to help them achieve∙Maintain good relationship with Bank’s Cluster Head- interact with

him regularly to assess business status. Take help from them to push &

salestargets&,while

motivate them to maintain productivity

ensuringthatthe

∙Maintain persistency by monitoring case size & healthy product mix

persistency & productivity

∙Ensurethattheyaremeetingtheirteamtargetsaswellas

is maintainedindividual sales targets

∙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

EnsureRecruitmentisas∙Regularly interact with HR to ensure that recruitment is as per plan

per plans

Monitortheperformance∙Ensure that RM’smeet their respective targets which will promote them

of RMs to promote them toto the next level

the next level

Job Description

Maintain&drive∙Ensure adherence to SOPs & sales processes & instigate disciplinary

compliance at the zoneaction against those fond breaching them

Top Line Growth/BusinessAchievement of NB Premium target, RM Activation and Product mix

Enablement

Business EnablersSales activity management, renewal collection, and high level relationship

mapping with bank staff (very important)

Risk‘Own-up’ the risk of the function by developing a risk aware culture through

participation in measurement, analysis and mitigation of risks associated with the

respectivefunction.Thisincludesdevelopmentofriskresponseprocesses,

participation in contingency and business continuity programs and reporting of

emerging risks with potential impacts. Also respond to risks highlighted by

employees through formal / informal mechanisms and advice on various risk

management issues within the organization and provide feedback. Participate in

implementingriskmitigationplanthroughoptimumresourceallocation,

monitoring and reporting on status.

E Skills Required

TechnicalGood Knowledge of MS Office

Behavioral

EssentialDesired

Interpersonal skills∙

Communication skills∙

Creative thinking skills∙

Supervising/Leadership skills∙

Teamwork Skills∙

Influencing skills∙

Relationship Building skills∙

Decision making skills∙

F Incumbent Characteristics

EssentialDesired

QualificationGraduationManagement background preferred

ExperienceShouldhaveatleast6years’

experience of banca sales with at

least2years’experiencein

leading teams.

. The incumbent also preferably

needs to have knowledge of retail

sales in the insurance parlance.

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

·

Key attributes:- Street smart, excellent negotiation skills, strong networking skill, good database of developers

1. Identify and engage potential real estate developers and land developers in Mumbai & Navi Mumbai, understanding their financial requirements and offering tailored solutions to address their needs.
2. Foster and nurture strong relationships with key stakeholders in the real estate industry including developers, investors, financial institutions, and regulatory bodies.
3. Lead the negotiation and structuring of financial transactions, ensuring alignment with project requirements and the company's financial objectives.
4. Collaborate cross-functionally with internal teams including finance, credit, legal, and operations to ensure seamless execution of transactions and compliance with regulatory standards.
5. Stay updated on market trends, competitor activities, and regulatory changes impacting the real estate finance landscape in Mumbai & Navi Mumbai, providing strategic insights to senior management.
6. Drive revenue growth by achieving or surpassing sales targets, while upholding profitability and risk management standards.
7. Actively participate in industry events, conferences, and networking opportunities to enhance the company's brand presence and expand its market reach within the real estate finance sector.
8. Provide regular reports and updates on business development activities, pipeline progress, and market intelligence to senior leadership.
9. Mentoring and leading the team assigned and taking all the steps to ensure divisional targets are met.
   
   Minimum of 5 years of proven experience in business development or sales roles within the real estate finance industry, with a strong grasp of financial products and services relevant to real estate development projects.

Roles & Responsibilities:

• Must have an excellent knowledge of Indian GAAP with working knowledge of differences from Indian GAAP to Ind AS.
• Must be able to apply relevant accounting standards, independently execute Ind AS engagements while also researching into complex technical accounting issues.
• Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS.
• Monitoring engagement budget with sufficient guidance from the Engagement Manager
• Getting the work reviewed directly by the Partner under the supervision of the Engagement Manager.
• Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
• Assisting the firm leadership in preparing proposals for obtaining new mandates.
• Be willing to travel within India or abroad

Qualification - Chartered Accountant

Post Qualification Experience - 1 year to 5 years post qualification

• The role is responsible for processing a high volume of supplier card payments/invoices on behalf of our customers.
• Reconciliation of company credit card.
• Responsible for checking and processing supplier invoices, ensuring they are VAT compliant, adhering to each customers policy.

Job title:

Executive - Financial Services

Job Description:

Your responsibly will include a selection of items contained in the following list below.

• Invoice Checking
• Invoice processing
• Preparing and validating payment data
• Allocate adjustments
• Hotel statement reconciliation
• Obtaining supplier band details as necessary
• Daily processing reconciliation
• Invoice query logging and resolution
• Updating credit card reconciliation
• Allocating credit card transactions
• Any ad-hoc tasks allocated by management

Location:

Mumbai

,

India

Time Type:

Full time

Contract Type:

Permanent

Role: Financial Services Associate

Location: Goregaon, Mumbai

JD:

1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
2. A minimum of three to five years of investment accounting experience
3. Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
7. Portfolio Service background.

Regards

Praveen Prabhakaran

Sr. Talent Acquisition Lead & CRM

Mobile :

Job Summary:

We are looking for a seasoned professional at the various level to lead and manage engagements related to Internal Controls over Financial Reporting (ICOFR), Internal Financial Controls (IFC), and Sarbanes -Oxley (SOX) compliance. The ideal candidate will bring strong experience in risk and control assessments, process reviews, and controls testing, with the ability to manage teams and client expectations effectively. Prior experience in catering to Financial Services (FS) clients is essential. The candidate should also be comfortable with frequent travel across the Middle East region.

Key Responsibilities:

• Lead end-to-end ICOFR/SOX/IFC compliance programs for clients,including scoping, risk assessments, control design evaluation, and testing.
• Conduct walkthroughs, process documentation, and identification of control gaps with key stakeholders.
• Review and validatecontrol design and operating effectiveness testing documentation.
• Review risk and control matrices (RCM),process narratives, and flowcharts.
• Coordinate with external/internal auditorsand client stakeholders to ensure timelycompletion of engagements.
• Provide actionable recommendations to strengthen internal control environments.
• Stay updated with evolving regulations and standards such as COSO, PCAOB guidelines, and Companies Act requirements (India).
• Coach and mentor junior team members and support in their professional development.
• Prepare and present reportsand dashboards for senior management and audit committees.
• Contribute to business development activities, including proposalwriting and client presentations.

Required Qualifications and Skills:

• Education: Chartered Accountant (CA), MBA (Finance), CPA, or CIA preferred.
• Experience: 2–10 years of experience in SOX/IFC/ICOFR compliance, risk advisory, or internal audit. with demonstrated experience in serving Financial Services (FS) clients such as banks, NBFCs, or insurance firms .
• Strong knowledge of financial reporting processes, risk management, and control evaluation.
• Hands-on experience with COSO Framework, SOX 404, and relevant regulatory requirements.
• Proficient in tools such as MS Excel, PowerPoint, Visio; experience with GRCtools (e.g., Archer,SAP GRC, MetricStream) is a plus.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to work underpressure and manage multiple projectsacross geographies with flexibility to travel frequently within the Middle East .

Preferred Attributes:

• Big 4 or consulting firm experience.
• Exposure to ITGCs and automation of controls.
• Experience in sectors such as BFSI