8521 Mis Jobs - Page 31

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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining 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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

JOB DESCRIPTION A Position Overview Position Title Senior Manager & Manager Compliance Department Compliance Level/ Band Senior Manager & Manager Compliance Count 2 Locations Lower Parel, Peninsula Business Park, Mumbai Role Summary: Implementation of AML/CFT Guidelines/Regulations issued by the regulator and ensuring compliance. Implementation of Revised Red Flag Indicator & reporting format issued by FIU-Ind and ensure compliance. Developing and enhancing controls within processes, systems to adhere to regulatory directions. Preparation of AML Policy in line with the Regulatory requirement and update it regularly depending upon Regulatory changes or any other relevant factors. Ensuring compliance to AML Policy. Setting up processes for categorization of customer into High and Low Risk through various control mechanism such as AML Risk Grids, and market study etc. Analyzing, monitoring, disposition of s and transaction. Preparation of ground of suspicion and filing of Reports under new FINnet 2.0 portal with the relevant Authority post approval from the Principal Officer. Filing of Monthly and Annual Statutory returns: o Cash Transaction Report (CTR); o Counterfeit Currency Report (CCR); o Non-Profit Organization Transaction Report (NTR); o Suspicious Transaction Report (STR). Perform Product Risk Assessment for risk categorization of product. Preparing the AML Training content and ensuring all new, existing Employees and Agents are trained on AML. Screening of Customers, Agents etc. on ongoing basis and identifying reportable transactions. Conduct open-source search to find relevant information to complete the analysis and review. Reviewing Politically Exposed Person (PEP) - High Risk case before issuance of the policy. Circulating the FATF identified countries list to the relevant stakeholders and ensure compliance. Regular communication on AML/CFT regulation/policy to all Employees through emailer or other mode. Advisory on AML queries raised/opinion received from Regulator, Company Sales and Operations functions. Monthly and Annual review conducted to check adherence of AML Risk Grid, AML policy and sharing of observation. Filing of Annual Compliance Certificate with the local regulator. Presenting Monthly, Quarterly and Annual status update to Senior Management. Liaison with Auditors, FIU-Ind and IRDAI if required. B Organizational Relationships Reports To AVP- Compliance Supervises Same as above C Job Dimensions Geographic Area Covered Mumbai Internal Stakeholders All functions of the Company External FIU-Ind and IRDAI D Key Result Areas Organization Process Key Contributions Sales Establish AML Risk Grid for various channel with relevant Board approvals. Ensuring effective implementation of AML/KYC process in various operational and business process. Establishment of awareness and training program on AML/KYC norms. Provide well researched legal advice to business within prescribed timelines. Relationship Management Establishment of effective communication mechanism on Compliance culture, AML & KYC norms as per Annual Ethics Communication plan. Liaison with IRDAI & FIU-Ind to resolve business issues. Ensure Compliance Effective Implementation of AML/KYC regulations and statutes on regular basis. Review of AML Policy, AML processes, SOPs, Framework, regulatory impact on processes and recommend changes. Ensuring building of appropriate control mechanism within processes, systems to ensure that regulations are adhered to. Ensuring appropriate reporting of suspicious transaction cases on a regular basis. Enhancement of Software and technology for generation of s and reporting. Respond to queries raised on any issues pertaining to AML/CFT guidelines and rules. No significant outage or adverse remarks from IRDAI / GIA. MIS Maintaining Monthly, Quarterly and Annual filling MIS. E Skills Required Technical Regulatory Requirements: knowledge and understanding of Red Flag Indicator and revised reporting format issued by FIU-Ind; & AML Master Guidelines issued by IRDAI and how to meet these on a day-to-day basis. Analytical Thinking and Judgment: Ability to reach decisions by using the information systematically; ability to interpret complex concepts and cause and effect relationships. Company & Industry Know How: knowledge and understanding of the organization & industry. Drafting & Documentation Skills: Good Documentation skills for record maintenance Negotiation Skills: Effectively exploring alternatives to reach outcomes that gain the support and acceptance of all parties. Subject Matter Expertise: Has complete domain knowledge. Connecting with Others: Ability to effectively bring together diverse teams to jointly create results Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines. F Incumbent Characteristics Essential Desired Qualification Graduate & above Professional Degree (CA, CS) Experience 6-8 years of experience in AML Compliance Age Any <

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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

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 DESCRIPTION A Position Overview Position Title Key Account Manager Department Federal Bank Level/ Band Executive/209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Cluster 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 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

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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining 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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

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 <

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 Associate Territory Manager HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills <

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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining 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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining 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 Relationship Manager - HDFC Bank Asset Channel Department Partnership Distribution Level/ Band 209 Role Summary : - Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B. Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. D. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills <

JOB DESCRIPTION A Position Overview Position Title Key Account Manager Department Federal Bank Level/ Band Executive/209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Cluster 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 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

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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

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 Associate Territory Manager - HDFC Bank Asset Channel Department HDFC Asset Channel Level/ Band Assistant Manager/301 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Regional Manager/ Zonal Head Supervises Relationship Managers Job Dimensions Geographic Area Covered Branch/ Cluster Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations Ensure that the high performers are suitably rewarded & kept motivated Counsel the low performers to assess the reasons for low productivity Accompany the low performers on calls & give them special attention to motivate them Organize trainings for low performers to ensure they are conceptually strong Maintain and observe Company s internal control and standards Implement and observe the Company s Compliance Policy Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Execute templated events for channel partner Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors D. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self-management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills

JOB DESCRIPTION A Position Overview Position Title Key Account Manager Department Federal Bank Level/ Band Executive/209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Cluster 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 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) <

JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E Skills Required Technical 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 <

JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E Skills Required Technical 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