31 Hdfc Bank jobs in Nashik

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

This position manages the IT Project Management Office (PMO) at Velocity FincrimeSolutions Suite. The PMO Manager is responsible for overseeing the IT Project Portfolio Governance, enforcing project management frameworks, and ensuring successful execution of all IT projects.

In addition to owning the PMO program and driving continuous improvements, this role plays a hands-on project management role for critical IT initiatives and leads a team of project managers and coordinators.

If you are passionate about building a robust IT PMO, unlocking real business value, and solving complex problems with a collaborative team, this role is for you.

Key Responsibilities:

• Accountable for the IT Portfolio processes, including IT planning, portfolio governance, project methodology framework, and resource capacity management.
• Ensure project management standards and practices are implemented across the IT project portfolio.
• Supervise and mentor the project management team including performance reviews, career growth, and training.
• Create and maintain staffing plans for internal and external resources; make recommendations regarding long-term contractors or full-time additions.
• Analyse project proposals to determine timelines, funding, and required processes.
• Provide leadership and motivation to project teams through all project phases.
• Implement effective project communication, including steering committee meetings and status reports.
• Manage project risks and issues, and implement mitigation strategies.
• Ensure alignment of project goals with business objectives and manage delivery on time and within budget.
• Employ agile/scrum methodologies while operating within the organization’s SDLC framework.
• Facilitate self-organizing agile teams, enabling optimal task distribution and execution.

Qualifications:

• Bachelor’s degree in Computer Science, Management Information Systems, or related field.
• Minimum of 7+ years’ experience in project management of complex IT projects.
• Deep understanding of agile frameworks (Scrum, SAFe, Disciplined Agile, etc.).
• Project Management Professional (PMP) certification.
• Background in Business Analysis.
• Proven experience managing an IT Portfolio or PMO.
• Prior team leadership/supervisory experience.
• Experience managing external vendors and contract staff.
• Strong leadership, interpersonal, and organizational skills.
• Excellent written and verbal communication, capable of engaging both technical and non-technical audiences.
• Demonstrated ability to set and meet goals, define schedules, allocate resources, and implement processes.
• Strong ability to navigate ambiguity and bring clarity to teams.
• Experience in software product development life cycles is mandatory.
• Experience in the banking or financial services domain is required.
  

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).

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).