9201 Banking Jobs - Page 37

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

Some one good at Java, Spring Boot, Microservices, REST APIs, AWS Cloud. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-855-833-5120. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here . Please read our Candidate Privacy Policy . We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. USA Job Seekers: EEO Know Your Rights .

Key Responsibility Preparing reply to routine GST notices, show cause notices and appeal against orders Travel for representation in matter of notices received Assistance in GST audits conducted by department Assistance in GST compliances and filing of GST annual return and audit Assistance in GST reconciliation GSTR2A vs GSTR3B Assistance in GST related investigation matters Experience 3-5 years relevant experience in GST is must Insurance / Banking / Financial Services Sector, may be preferable (not mandatory) The candidate should be open to travel to different states for representation for GST notices Any Graduate or CA, Semi Qualified CA. Open for Candidates from Bangalore, Hyderabad, Chennai Qualifications CA About Us At Liberty General Insurance , we create an inspired, collaborative environment, where people can take ownership of their work; push breakthrough ideas; and feel confident that their contributions will be valued, and their growth championed. We have an employee strength of 1200+ spread over a network of 116+ offices in 95+ cities, across 29 states. Our partner network consists of about 5000+ hospitals and more than 4000+ auto service centers. We believe and live by our values every day - Act Responsibly, Be Open, Keep it Simple, Make things better and Put People First. For learning about our key USPs, you can go visit our website. Working with Liberty also provides you an opportunity to experience One Liberty Experience . We create the One Liberty experience through Providing Global exposure to employees by including them in cross country projects that gives them opportunities to work with diverse teams within & outside India. Fosters Diversity, Equity & Inclusion (DEI) to create equitable career opportunities Flexi Working arrangements. If you aspire to grow & build your capabilities to work in a global environment, Liberty is the place for you!

JOB PROFILE Billing Daybook BRS Ledger Folio Invoicing Balancing Register Payment Receipt Finance Should be a commerce Graduate WHATSAPP 8595385829

About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. "Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."

Excellent opportunity for the position of "Accounts Ex." from a well reputed CBSE affiliated School located near to Raj Nagar, Ghaziabad. Position: Accounts Ex. Requirements: Graduation [B.Com] /M.Com / MBA- Finance School experience is mandatory. Documents financial transactions by entering account information. Day to day accounting & banking work. Fee management. Salary management. ERP handling. Vendors payments Knowledge of Tally & other accounts related softwares.

Excellent opportunity for the position of "Accounts Ex." from a well reputed CBSE affiliated School located near to Sahibabad, Ghaziabad. Position: Accounts Ex. Requirements: Graduation [B.Com] /M.Com / MBA- Finance School experience is mandatory. Documents financial transactions by entering account information. Day to day accounting & banking work. Fee management. Salary management. ERP handling. Vendors payments Knowledge of Tally & other accounts related softwares.

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management.

LT009813-NPC1 RL - Retail Assets:Sales Manager - CE INTERNAL USAGE No. of Vacancies 1 Reports to Area Sales Manager CE Is a Team leader? YES Team Size Off Role Relationship Officer Grade Deputy Manager / Manager Business RL - Wheels Department Wheels Sub - Department CV and CE Location PAN India Locations About The Retail Lending department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the Rural lending business of the bank. In Wheels vertical - Auto Loans (New/ Used Car loans), Commercial Vehicle Loans, Construction Equipment Loans, Two Wheeler Loans and SCF & WCF Loans to offered to an array of customers to meet their personal or business needs About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to effectively manage a team (the field force) to get customers, service and retain them for the bank and explore new business opportunities. Sales Managers manages off rolls- Relationship officers mapped responsible for selling loan products to the customers based on their needs. They monitor their team performance and motivate them to achieve the targets on weekly, monthly and quarterly basis. Key Responsibilities Manage the Off role Relationship Officers to achieve the sales targets across products (Construction Equipment) across the various assigned channels Review the business productivity Product Wise Target v/s Achievement Analysis of team. Establish sales objectives by creating a sales plan and target for all areas in lines with the assigned business objectives and targets Strengthening and building relationship with dealer principal and manager To keep updating on present available finance schemes and to suggest any new schemes as per the geography, product, customer profile and competition Responsible for leading, guiding and supporting teams of specific regions and getting results as per the set targets and objectives Desired Qualifications Graduation / Post graduation with commercial vehicle loans work experience Field related experience (from reputed Bank/ NBFC) Team handling experience ( team of 5 alteast) Role Proficiencies For successful execution of the job, a candidate must possess the following: Knowledge o Experience of handling Sales Function in Retail Lending vertical would be preferred Abilities o Knowledge of industry, technology, marketing, and product trends o Knowledge of regulatory guidelines and norms o Ability to conduct research and data driven insights o Ability to manage complex client situations o Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment o Ability to handle pressure and meet deadlines o Ability to coach and mentor others o Demonstrate exceptional leadership skills, portraying an ability to move and inspire a large sales group in a unified direction and vision

Description & Requirements Job Description for Technical Manager (Arbor): As a Technical Manager, you will be responsible for: Managing and mentoring technical teams, including hiring, training, and performance management. Developing and implementing the companys technical strategy, ensuring alignment with overall business objectives. Managing technical resources, including budget, personnel, and equipment. Providing technical guidance and support to the team, ensuring best practices are followed and technical challenges are addressed. Communicating technical information to both technical and non-technical stakeholders, bridging the gap between technical details and business needs. Identifying and mitigating potential technical risks, ensuring the security and stability of technical systems. Skills Required: Technical Proficiency: Strong understanding of relevant technologies and systems. Leadership and Management: Ability to lead and motivate teams, delegate tasks, and provide constructive feedback. Communication: Excellent verbal and written communication skills to convey technical information to diverse audiences. Problem-Solving: Ability to identify and resolve technical issues, analyze complex problems, and implement effective solutions. Project Management: Experience in planning, executing, and managing technical projects. Strategic Thinking: Ability to align technical strategies with business goals and contribute to long-term planning. You Belong Here HARMAN is committed to making every employee feel welcomed, valued, and empowered. No matter what role you play, we encourage you to share your ideas, voice your distinct perspective, and bring your whole self with you all within a support-minded culture that celebrates what makes each of us unique. We also recognize that learning is a lifelong pursuit and want you to flourish. We proudly offer added opportunities for training, development, and continuing education, further empowering you to live the career you want. About HARMAN: Where Innovation Unleashes Next-Level Technology Ever since the 1920s, we ve been amplifying the sense of sound. Today, that legacy endures, with integrated technology platforms that make the world smarter, safer, and more connected. Across automotive, lifestyle, and digital transformation solutions, we create innovative technologies that turn ordinary moments into extraordinary experiences. Our renowned automotive and lifestyle solutions can be found everywhere, from the music we play in our cars and homes to venues that feature today s most sought-after performers, while our digital transformation solutions serve humanity by addressing the world s ever-evolving needs and demands. Marketing our award-winning portfolio under 16 iconic brands, such as JBL, Mark Levinson, and Revel, we set ourselves apart by exceeding the highest engineering and design standards for our customers, our partners and each other. If you re ready to innovate and do work that makes a lasting impact, join our talent community today! HARMAN is proud to be an Equal Opportunity employer. HARMAN strives to hire the best qualified candidates and is committed to building a workforce representative of the diverse marketplaces and communities of our global colleagues and customers. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.HARMAN attracts, hires, and develops employees based on merit, qualifications and job-related performance.( www.harman.com )

JOB DESCRIPTION: ZONAL MANAGER (PLEASE NOTE THIS HAS BEEN DISCUSSED WITH YOU THIS IS FOR JD IS IDEALLY FOR JUNIOR LEVEL AVP POSITION) PSU BANCASSSURANCE PARTNERSHIP Position Overview Position Title Zonal Manager Department Central Bank of India Level/ Band AVP / Senior Manager Role Summary : Liase with Bank s Zonal officers and ensure alignment on Life Insurance Business Visit zones, regions, districts and branches - interact with Zonal, Regional officers and Bank branch managers Guide and support team to ensure achievement of targets Ensure activation, persistency & productivity is maintained. Ensure quality of recruits hired in the team Maintain & drive compliance at the zone Organizational Relationships Reports To National Head Supervises Regional Managers, Area Managers and KAM Job Dimensions Geographic Area Covered Zone (s) Stakeholders Internal Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal External Central Bank Channel Partner Key Result Areas Partner and Client Management Exceeding zonal targets (NB, renewal, STP, digitisation, product mix etc) Interact with the Bank Zonal Officer and his/her team to ensure alignment towards Tata AIA in life insurance Ensure team is focused on Sales and support to all branches assigned. Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched bank, other insurers and Tata AIA Life Maintain a strong relationship with Zonal officer, Regional Officer and Bank Branch manager - interact with them regularly to assess business status. Take help from them to push & motivate them to maintain productivity Managing the relationship between internal team and channel partner so as to foster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner Aid the bank branches to adopt new processes and technology Team Management Assign target to each Regional Officer at a district level NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix. Ensure team is hands on with each branch and maintains a high engagement level with each member Team development and training Retention of high performing talent Keep National Head updated about on ground activities by Bank and competitors Coordinate with HO on various initiatives, updates, reviews, partner requirements Customer service Ensure adequate customer service grievance redressal, claim settlement, renewal etc. E Skills Required Technical Good product knowledge Good knowledge of MS Office Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills F Incumbent Characteristics Essential Desired Qualification Graduation Post graduate/Insurance specific training Experience Should have at least 12 to 15 years experience of sales with at least 5 years experience in leading teams. Needs to have PSU Banca sales experience in the insurance parlance.

STCI Finance Limited - Head Credit STCI Finance Ltd : Career Careers / Current Vacancy Head Credit - MSME Role & Responsibility Build a strong credit function in consultation with Head MSME Lending Develop credit underwriting & approval systems for secured MSME loans Oversee credit appraisal and ensure portfolio quality with strong risk controls and early warning systems; design and implement tech-enabled credit evaluation processes Monitor credit performance and drive refinements in credit strategy as the business scales Age, Qualifications & Experience 40 to 45 years - Post Graduate degree in Finance or CA 15 -20 years experience in BFSI of which 8-10 years in Credit; 5 or more years managing the Credit function/underwriting independently for / SME / MSME lending in a Bank/NBFC Demonstrated track record of setting up and growing/building a strong credit function for a Bank/NBFC (AuM Rs 2500 crs+) Experience in digital lending/tech-based credit approval/underwriting

STCI Finance Limited - Head Collections STCI Finance Ltd : Career Careers / Current Vacancy Head Collections - MSME Role & Responsibility Build and lead the collections strategy for secured MSME loans across India in consultation with Head MSME Lending Set up and manage a field collections team and partner agencies Collaborate with credit, sales, risk, and legal teams to reduce NPAs Establish MIS and reporting frameworks to monitor performance Routinely manage delinquencies daily and drive resolution of overdue accounts Age, Qualifications & Experience 40 to 45 years - Possess a Graduate degree 15-20 years experience in BFSI of which 8-10 years in Collection; 5 or more years leading Collections for / SME / MSME/Commercial Lending business in a Bank/NBFC Demonstrated track record of setting up and running a strong Collection system for Micro / SME / MSME/Commercial Lending business in a Bank/NBFC (AuM Rs 2500 crs+) Must have been involved in using technology (tools/apps) for collections tracking and borrower engagement

Key Responsibilities Ensure achievement of the Top line Business Targets by sourcing business through channel teams. Building and nurturing relationships with the bank branches and by cross-selling other products Conduct sales promotion activities in open market and improve relationships through expos and events, various activities etc. Responsible for launching new products in market Ensure key customer satisfaction through customer service of the highest quality Handle all end to end activities related to the product i.e. from Login to Disbursement Liaise with various departments within the system (Credit/Operations etc.) to ensure smooth process flows Responsible for acquisition of channel partners for sourcing products - Connectors Improve relationship with branches and monitor the performance of ARMs and deepen the relationship with existing clients Prevent/ minimize the fraudulent/risky proposals entry into the system Provide timely feedback to central team for improvements in product features and processes Conduct training on selling/product Create a performance oriented environment through effective team management, leading to high employee motivation and productivity Desired Qualifications Graduation and Post-graduation in management from a recognized institute 20 years+ of related experience Role Proficiencies For successful execution of the job, a candidate must possess the following: Knowledge Abilities

STCI Finance Limited - HeadMSME STCI Finance Ltd : Career Careers / Current Vacancy Head MSME Lending Role & Responsibility Set up, lead and scale MSME Lending business from scratch Formulate and execute a 3 5-year strategic business plan Set up key verticals and leadership team including Sales, Credit, Collections, Product, and Risk Deliver loan book growth with strong RoA and low delinquency Age, Qualifications & Experience 45 to 50 years - Post Graduate degree in Business/Finance or CA 18 to 25 years experience in BFSI; at least 5+ years managing P&L of / SME / MSME lending in a Bank/NBFC Demonstrated track record of setting up and growing /building a profitable organization & business book size of INR 2500+ crs

Urgent Hiring in Banking Home Loan OfficerKey Responsibilities:Promote and sell home loan products to prospective customers. Generate leads through various channels and follow up for conversions. Maintain regular follow-ups with customers and provide end-to-end assistance. Coordinate with internal teams for application processing and documentation. Handle basic customer queries and support walk-in customers. Responsible for meeting monthly sales targets. 1 years experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Team handling. Reply me with cv on same what's up number or call backRegardsPramod Kumar Mandatory Key Skills min 1 yr Direct selling, Insurance, Banking, Home Loan, Mortgage, Freshers also apply. Location: Pan India

Urgent Hiring in Banking Home Loan Officer Key Responsibilities: Promote and sell home loan products to prospective customers. Generate leads through various channels and follow up for conversions. Maintain regular follow-ups with customers and provide end-to-end assistance. Coordinate with internal teams for application processing and documentation. Handle basic customer queries and support walk-in customers. Responsible for meeting monthly sales targets. 1 years experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Team handling. Reply me with cv on same what's up number or call back Mandatory Key Skillsmin 1 yr Direct selling, Insurance, Banking, Home Loan, Mortgage, Freshers also apply Location: Pan India

Job Description: The Sales Officer will drive regional growth by recruiting, developing, and leading a team of high-performing agents. This role is essential in ensuring that sales targets are met while maintaining company standards and compliance. Key Responsibilities: Recruit and Train agents to establish a robust network in the region. Develop and implement strategies to enhance agent performance and meet sales objectives. Provide consistent mentoring, guidance, and constructive feedback to agents for improved productivity. Stay informed about market trends and competitor activities to discover new growth opportunities. Collaborate with internal departments to ensure agents receive the necessary tools and support. Ensure that all team activities are in alignment with company policies and compliance standards. Qualifications and Experience: Bachelors degree in any discipline. A minimum of 2 years of experience in sales and marketing in any industry. Strong analytical capabilities to assess market data and develop growth strategies. For further details, feel free to reach out to: Rupa | HR Team +91 78620 87265| rupa@tekpillar.com

" Job Title: IBM ACE Developer Location: Belapur, Navi Mumbai Experience: 3 to 10 Years Joining: Immediate Job Overview: We re hiring an IBM ACE Developer with strong experience in IBM Integration technologies to work onsite at our client location in Navi Mumbai. The ideal candidate should have expertise in IBM ACE/IIB, API Connect, and integration in the banking domain. Key Responsibilities: Design, develop, and support integration solutions using IBM ACE, IIB, API Connect. Build and manage REST/SOAP services, message flows, and data transformation. Handle pilots, testing, and optimization for integration processes. Work closely with cross-functional teams for requirements and deployment. Technical Skills: IBM ACE, IIB, Message Broker IBM API Connect, REST, SOAP, JSON, XML EAI, SOA, Java, Node.js, AngularJS Oracle, PL/SQL, Database knowledge Basic Unix, Shell scripting Jira Domain Expertise: Banking domain experience is essential Must understand API Banking, WebSphere, integration protocols, and gateway scripting Competencies: Strong communication and problem-solving skills Organized, flexible, proactive, and team-oriented Able to work independently with professionalism Education: Any Bachelor s degree in a related field ",

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 Tatas esteemed leadership with AIAs 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 S. O. A. R. - 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: Du a l r e s p o n s ib i lity o f direct s o urcing a s w ell a s t e a m m a n ag e m en t . - 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 int a in & dri v e c o m p li a nce a t t he z o ne Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them T o p L i ne G r o w t h/ B u s in e s s E n a bl e m ent A c h i e v e m e n t o f NB P r e m i u m ta r g et, R M A ct i v ati o n a n d P rod u ct m i x B u s ine s s E n a blers Sales a c t i v i t y m a n a g e m e n t, r e n e w al c o llecti o n , a n d h i g h l e v el r elati on sh ip m a pp i n g w i t h b a n k s t a f f ( v e r y i m por ta n t) Ri s k O w n- u p t h e r i s k o f t h e f u n cti o n b y d e v el op i n g a r i s k a w a r e c u l t u r e t h ro u g h p a r tici p ati o n in m e a s u r e m e n t, a n a l ys is a n d m i ti g a ti o n o f r i s k s a s s o ciat e d w i t h t h e r es p e c ti v e f u n cti o n . T h is i n cl u d es d e v e l o p m e n t o f r i s k response pro c e ss es, p a r tici p ati o n in

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 Tatas esteemed leadership with AIAs 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 S. O. A. R. - 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: Du a l r e s p o n s ib i lity o f direct s o urcing a s w ell a s t e a m m a n ag e m en t . - 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 int a in & dri v e c o m p li a nce a t t he z o ne Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them T o p L i ne G r o w t h/ B u s in e s s E n a bl e m ent A c h i e v e m e n t o f NB P r e m i u m ta r g et, R M A ct i v ati o n a n d P rod u ct m i x B u s ine s s E n a blers Sales a c t i v i t y m a n a g e m e n t, r e n e w al c o llecti o n , a n d h i g h l e v el r elati on sh ip m a pp i n g w i t h b a n k s t a f f ( v e r y i m por ta n t) Ri s k O w n- u p t h e r i s k o f t h e f u n cti o n b y d e v el op i n g a r i s k a w a r e c u l t u r e t h ro u g h p a r tici p ati o n in m e a s u r e m e n t, a n a l ys is a n d m i ti g a ti o n o f r i s k s a s s o ciat e d w i t h t h e r es p e c ti v e f u n cti o n . T h is i n cl u d es d e v e l o p m e n t o f r i s k response pro c e ss es, p a r tici p ati o n in

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 m 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 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 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 <

Job Purpose Sr. No. KRA Supporting Action 1 Contract Workforce Management Coordinate and support in managing of contract workforce under contractual agreements for smooth running of unit operations Gate pass system/ compliances, Grievances handling. Monitor quarterly limit of overtime for CL and assist to SH-ER to take suitable action in this regard 2 Statutory Compliances of Contract labour management Adherence to laws, regulations, and statutory requirements set forth by government authorities or regulatory bodies for compliance management To assist SH-ER in 100% compliance : Ensure to zero variance between Monthly Attendance of CL , Wages Register & OT - Payment, Bank Statement and finally PF, ESI contribution. Regular follow up with contractors and respective area incharges to ensure the same. Monitoring of all statutory compliance i. e. contractor s license, W. C. policy etc. Checking of Statutory registers, PF/ESI contributions on time, Bonus etc. 3 Administration Contractor manpower bill checking and timely processing PF/ESI bill checking and timely processing Checking of wage registers and ensuring zero discrepancies. 4 MIS & Reports Prepare the MIS reports Compile and maintain record of monthly highlight and lowlights 5 Safety To ensure implementation of ABG safety system & procedures and follow it.

RPMG: Legal Manager INTERNAL USAGE No. of Vacancies Reports to SVP I Is a Team leader Y/N Team Size Grade VP Business Retail Banking Department RPMG Sub - Department Legal Location About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like home loans, car loans, and personal loans among others. They also offer working capital loans and business loans for small businesses and is also responsible for receivables/collections business of the bank. About the Role The Legal Manager handles multiple portfolios for loans. The Circle Legal Manager ensures NPA resolution and recoveries through Legal tools in delinquent buckets adhering to defined processes while using the appropriate legal tools at each level of legal action. The Legal Manager also ensures compliance with the audit procedures of the bank. Key Responsibilities Ensure appropriate legal initiation basis Product-wise cut-offs for eligible legal data. Timely and appropriate legal initiation with respect to limitation Act. Documentation & storage of files for legal action cases. Timely updation of Gen-X Legal data. Timely reconciliation and data cleanup with respect to resolution, Upgradation, & Settlements. Withdrawal of Legal action and retrieval of files for future reference. Lawyer Empanelment, Payment of Court fees and Professional fees Legal Process/ MIS circulation and co-ordination. Ensure filing of Appeal or exit from Legal case as required. Liaison with various team like operations, Collections, empaneled agencies (internal or external) to ensure results. Ensure contingency plan for all legal related activities Ensure achievement of the monthly resolution targets Ensure that all empanelled agencies are fully compliant with RBI guidelines and bank s collections policy Ensure adherence to the set process and audit requirements in place. Ensure adequate training on the SOPs of the bank, processes and various policies of the bank Qualifications Law Graduate from a recognized institute Role Proficiencies Knowledge and understanding of prevailing Laws and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex Legal suits. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines.

RPMG: Legal Manager INTERNAL USAGE No. of Vacancies Reports to SVP I Is a Team leader Y/N Team Size Grade VP Business Retail Banking Department RPMG Sub - Department Legal Location About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like home loans, car loans, and personal loans among others. They also offer working capital loans and business loans for small businesses and is also responsible for receivables/collections business of the bank. About the Role The Legal Manager handles multiple portfolios for loans. The Circle Legal Manager ensures NPA resolution and recoveries through Legal tools in delinquent buckets adhering to defined processes while using the appropriate legal tools at each level of legal action. The Legal Manager also ensures compliance with the audit procedures of the bank. Key Responsibilities Ensure appropriate legal initiation basis Product-wise cut-offs for eligible legal data. Timely and appropriate legal initiation with respect to limitation Act. Documentation & storage of files for legal action cases. Timely updation of Gen-X Legal data. Timely reconciliation and data cleanup with respect to resolution, Upgradation, & Settlements. Withdrawal of Legal action and retrieval of files for future reference. Lawyer Empanelment, Payment of Court fees and Professional fees Legal Process/ MIS circulation and co-ordination. Ensure filing of Appeal or exit from Legal case as required. Liaison with various team like operations, Collections, empaneled agencies (internal or external) to ensure results. Ensure contingency plan for all legal related activities Ensure achievement of the monthly resolution targets Ensure that all empanelled agencies are fully compliant with RBI guidelines and bank s collections policy Ensure adherence to the set process and audit requirements in place. Ensure adequate training on the SOPs of the bank, processes and various policies of the bank Qualifications Law Graduate from a recognized institute Role Proficiencies Knowledge and understanding of prevailing Laws and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex Legal suits. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines.