Senior Relationship Manager - HDFC Bank Branch Banking
Tata AIA Life
Ludhiana, India
3d ago

Job Description

Senior Relationship Manager - HDFC Bank Branch Banking

Department : : HDFC Bank -Branch Banking

Level / Band : :

Location City : : Ludhiana

Zone : : North

Location Branch : : Punjab

Role Summary

Organizational Relationships

Reports to : Cluster Area Manager

Job Dimensions

Geographic Area Covered :

Stakeholders :

Internal : Branch Operations

External : Key Result Areas

Key Result Areas

Organization ProcessKey ContributionsFrequency Organization Process

Daily Sales

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

Daily 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

Daily 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

Daily MIS

Adhering to the Training Road map.

Providing timely reports to the Supervisor as per the requirement.

Adhering to the TALIC code of conduct.


Good Knowledge of MS Office / MS Excel

Product / Subject matter expertise

Business perspective & planning

Finance / Insurance industry awareness

Self management

Problem solving skills

Peer level co-ordination and influencing skills


EssentialDesiredInterpersonal skillsCommunication skillsCreative thinking skillsSupervising / Leadership skillsTeamwork SkillsInfluencing skillsRelationship Building skillsDecision making skillsLanguage Skills

Incumbent Characteristics

Organization ProcessEssentialDesiredQualificationGraduatePost GraduateExperience1 - 3 years in Sales (Insurance / Financial Service Background)NA

Disclaimer : This Job Description is indicative in nature. The duty list / Goal Sheet provided to you can vary from the aforesaid in view of Organizational need / requirement from time to time.

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