153 Cluster Head Jobs

JOB DESCRIPTION Job Title Associate sales manager Band 5A Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Associate sales manager Band 5A Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Designation - Portfolio Manager Role & responsibilities : Handling team of ABM / BM / RM / RO Guide the product team in Home loan , LAP , Mortgage Loan category to provide differentiated offerings and drive business growth. Work with business analytics team to identify potential for cross-sell. Setting up and managing the Home loan , LAP , Mortgage Loan business line for the Bank to build a sizeable and healthy portfolio of priority sector loans under housing finance Owning the Home loan , LAP , Mortgage Loan products, through product suite curation, pricing, promotion, sourcing and volume generation Owning all Governance, Audit and Regulatory requirement for Home loan , LAP , Mortgage Loan Preferred candidate profile : 5-7 Years Experience in Home Loan

•Lead, mentor, and motivate a team of FRM across the cluster. •Drive revenue and business growth through Service to Sales initiatives, ensuring achievement of cluster targets. •Ensure superior customer service standards while cross-sell and upsell Required Candidate profile • At least 4 to 5 year of Insurance Sales Experience in Direct channel or Agency Channel • Good Communication Skill • Minimum 1.5 years of experience in Direct or Agency Team Handling

Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

JOB DESCRIPTION Job Title Associate sales manager Band 5A Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Hiring for Cluster Business Manager for Reputed Bank Designation- Cluster Business Manager Locations- Bangalore, Chennai, Madurai ,Kolar , Bidar , Balgaum , Chikodi Raichur Should have Team Handling experience of Direct Channel Executives . Salary: Upto 7.5LPA Age: 40 Max Interested candidates ,please share an updated resume/CV and Pan number asap on 9705847421 /venkatlakshmi@tminetwork.com LAST DAY TO APPLY 29th July'25 Kindly share references.

JOB SUMMARY This role presents an opportunity to lead the Advisor Development and Retention Vertical under Agency Distribution. This Vertical is a dedicated vertical under Agency Channel, focusing on development and retention of advisors. The incumbent will lead a team of up to 10 Cluster Heads and ADRMs (Advisor Development and Retention Managers). The ADRMs will be assigned a team of 15 to 30 existing advisors and will not be responsible for any new advisor recruitment. They will be responsible for month-on-month activation and retention of assigned advisors. KEY RESPONSIBILITIES Work towards setting up of systems and processes in the respective Region Build an effective and stable team of Cluster Heads and ADRMs and ensure timely fulfillment of open positions Drive Input behaviors at Cluster Heads and ADRM level Drive cross-sales and achieve sales plan from the assigned team of ADRMs Maintain and improve the Sales Quality Standards by maintaining the Persistency standards Managing Training and Development of the team on new /vintage product & Dormant AA revival process. Drive reassigned advisor attendance in Trainings and office-meets Mentoring team for activating reassigned pool of advisors Alignment with support functions (working with & through others) Managing relationships with respective RM s in agency (High Stakeholder Management) Manage compliance and financial risks MEASURES OF SUCCESS New Business Premium Sourced Dormant Advisor Activation & Productivity month on month Cross-Sell Conversion Meeting Persistency standards Cluster Head, ADRMs meeting standards Adhering to Input behaviors as per the defined standards Key Relationships Advisors Advisor Development and Retention Managers (ADRMs) Cluster Head Advisor Development and Retention Regional Manager Advisor Development and Retention Operations Team Training and Development Knowledge/Skills/Abilities Strong relationship building capability Go-getter attitude Result orientation Collaborative working style Passionate about Sales Ability operate in a challenging, changing environment Desired qualification and experience MBA / Post graduate with 15+ years of experience, minimum 10 years experience in Life Insurance/Financial Services sector Should have similar market exposure and experience in process driven, quality sales organizations Proven sales track record in Insurance, preferably Life Insurance (Agency, Banca, Direct Client) Experience in a cross-sell sales team Experience in leading multiple location teams Familiarity with skills in supervision & development of teams, strong networking Org Chart Head ReYOUNITED > Regional Manager > Cluster Head > Advisor Development and Retention Manager

We're Hiring | Cluster Head Corporate Salary | Leading Private Bank | Bangalore CTC: Up to 25 LPA for Male & 27LPA for Female Location: Bangalore Exciting opportunity to lead the Corporate Salary vertical with a top private sector bank! Key Responsibilities: Lead and manage a team of Area Managers, Relationship Managers , Sales Managers handling corporate salary accounts. Drive new corporate acquisition and manage end-to-end relationship with large corporates. Ensure revenue growth through salary account acquisition, cross-selling, and deepening strategies. Drive new corporate tie-ups and revenue growth Build strong corporate relationships Ensure team performance & compliance Who Should Apply: 812 years of banking / Telecom / Any industry B2B experience 23 years in a leadership role Strong network and proven track record in corporate engagement Interested? DM me or send your CV to selvi.sai@upgrad.com You can also connect via WhatsApp: [9361184170] #Hiring #BankingJobs #ClusterHead #CorporateSalary #BangaloreJobs #LeadershipRole #PrivateBank #JobAlert #BankingCareers

JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

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

Role & responsibilities Cluster Head branch Retail Banking The role entails managing and scaling up the Branch Retail Business banking business network for the assigned branches by creating strategies to achieve growth targets for the branches by managing operations and resources in the most cost efficient and technology effective manner. It also entails developing constructive relationships with and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. It is accountable to ensure expansion of branch footprint, product penetration and delivery of high quality customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. It includes building up teams, systems, process and culture relevant to the branch network scale. The position will be responsible for management and effective functioning existiing Branches The individual would be responsible for acquisition of new clients, meeting the financial plan and adherence to the defined set of control, compliance and regulatory guidelines. Responsible for team management, the individual must ensure a cohesive environment and maintaining the right culture within the branches. Would be also responsible for initiating and successful delivery of micro events to on-board new clients and fasten the pace of growth towards it. KEY RESPONSIBILITIES . Responsible for ensure Operations, Compliance and Audit process of bank and regulator in assigned branches. Responsible for generating business for various banking products like Savings & Current Accounts, Mutual Funds, Fixed Deposits, Shares etc. Taking various initiatives for increasing customer penetration for sales. Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms. Developing relationships with key decision-makers in target organizations for business development. Responsible for managing and growing the retail banking business within a cluster. Responsible for sales management and revenue generation within cluster. Provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality. Perform other duties as assigned by the bank.

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

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

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

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

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