2923 Sales Process Jobs - Page 38

Hiring Collection Agent for US Process Location-Noida Salary 38000+Incentives Any candidate who worked in US process may apply Immediate Joiner required No CAB Night Shift hrkirti@9462279630

JOB DESCRIPTION Welcome to Dyninno India - a place where passion and expertise meet to create inventive travel and technology solutions. We're part of the global Dyninno Group that provides innovative products and services in finance, travel, and entertainment across 50 markets. In 2024, Dyninno proudly celebrates its 20th anniversary. Our team of over 5,400 professionals in 23 offices worldwide is dedicated to building a culture that celebrates innovation, hard work, and growth. Established in Gurugram in 2019, Dyninno India has quickly grown to become a team of over 600 employees across three divisions - Trevolution, Multipass, and Dynatech. Our Trevolution team is a group of dedicated travel agents who strive to make every journey a memorable experience for our customers. We are proudly offering ASAP Tickets and Skylux Travel as our primary products, ensuring that our clients receive the best travel deals available. Another one of our ventures, Multipass, is an innovative bank challenger that provides multi-currency accounts for businesses that transact globally. Our clients can manage their finances without delays anywhere in the world, allowing them to focus on what really matters - growing their business. Finally, our Dynatech team is a group of cutting-edge IT professionals who are constantly pushing the boundaries of technological advancement to deliver innovative solutions for our clients. At Dyninno India, we believe in the power of talent and strive to provide a supportive and stable environment that enables our teams to unleash their full potential and achieve great things. Responsibilities: Cooperating with clients to determine their needs and advise them on an appropriate destination, modes of transportation, travel dates, costs, and accommodations. Planning and motivating the client to buy transportation, accommodations, and other travel services. Providing excellent professional customer service and problem resolution skills. Determining customers' needs and preferences, such as schedules and costs. Requirements: Minimum 1 year of Travel or International sales experience. Excellent Communication skills. PC knowledge. Willing to work in the night shift. If your profile gets shortlisted, we will reach out to you.

HSC/Graduates with strong English communication and sales skills. Exp: 0-3 yrs handling objections Perks include health insurance, incentives Mode of interview: walkin/ Virtual interested can share your resumes to 9361645614(whatsapp)

Requirement- Good comms required Salary-12,000/- inhand To 18,000 inhand. Unlimited incentives Shift timing- 9:30-6:30 Sunday off Fresher & Exp both can apply Qualification: Min HSC Need immediate joiner. Work Location: Kapurbavadi junction, Majiwada Thane (w)- 400607 Rounds of Interviews:- HR round Operations round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Trupti :- 9637685787

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Responsible for achieving business targets for the branch through building a sustainableand productive distribution force. Manage smooth business functioning, and successful implementation of various tacticaland strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesivebusiness unit along with other functional representatives in the branch tocreate a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achievesales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk 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. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills IncumbentCharacteristics Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Responsible for achieving business targets for the branch through building a sustainableand productive distribution force. Manage smooth business functioning, and successful implementation of various tacticaland strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesivebusiness unit along with other functional representatives in the branch tocreate a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achievesales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk 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. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills IncumbentCharacteristics Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Responsible for achieving business targets for the branch through building a sustainableand productive distribution force. Manage smooth business functioning, and successful implementation of various tacticaland strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesivebusiness unit along with other functional representatives in the branch tocreate a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achievesales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk 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. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills IncumbentCharacteristics Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

This Solution Architect is a functional and technical expert consulting with customers on implementing ServiceNow solutions based on best practices - all with the goal of accelerating adoption and driving customer business outcomes. The role requires the person to be laser-focused on solving for the most relevant customer challenges - providing leadership and support during sales cycles, on direct engagements with our Customers and partners, and advocating for customer needs within ServiceNow (eg, Product Management, Leading Practices, Training & Certification). Solution Architect brings architectural guidance, deep business acumen, along with deep product expertise, innovation, and knowledge capital to our customers and partners. This role requires a broad understanding of the ServiceNow platform, depth in understanding a complete Workflow of products (eg Technology Workflow) to allow the creation of mulit-product solutions that integrate with the customer s enterprise architecture. The Solution Architect will engage a team of ServiceNow and channel partner resources and support sales cycles as required to grow overall wallet share and cross-sell. Understand the client s overall business to ensure successful implementation of ServiceNow products and technologies. Act as an authority on ServiceNow Expert Services project methodology and best practices, demonstrating the ability to tailor the methodology to meet the client s needs while preserving a structured process. Demonstrate high Speed of Delivery - being able to rapidly develop documentation, standards, and other deliverables for which they are responsible. Identify and pursue potential ServiceNow Expert Services opportunities at a client within and outside of the scope of work. Work with ServiceNow Sales, Solution Consulting, ACE partners, Servicenow Services Sellers and others to qualify, manage and close expert services opportunities. Collaborate with ServiceNow Sales to use Expert Services resources and service offerings in the most appropriate fashion to support large/strategic product sales opportunities. The Solution Architect will work alongside the Services Sellers in the sales process and then maintain periodic touch points during delivery activities to ensure that the architecture and design principles are maintained, being a consistent trusted partner for the customer. The Solution Architect will work on the largest digital transformation opportunities with our most strategic customers engaging with C-Levels roles not only within IT but also various business functions. What you get to do in this role: Support pre-sales activities like conducting sales presentations, leading solutioning/scoping discussions/workshops, estimating consulting engagement efforts in partnership with Services Account Executives (SAE), Solution Sales Executives/Consultants, Sales Account Executives, and Partner Sales Organizations Build credibility/trust with core Customer account teams to ensure they engage with Customer Outcomes (CO) early in the deal lifecycle and so they are comfortable with CO leading pursuits and working with the customer on stand-alone Services deals. Be a strong evangelist of the ServiceNow value proposition aligned to customers objectives. Qualify customer opportunities in conjunction with the SAE. Develop deep understanding of customer requirements and translate to a high level solution/scope/effort. Grow deal size by becoming a Trusted Advisor for the customer and manage alignment with their strategy. Provide continuity during the pre-sales process through engagement delivery. Commercial awareness - business case input, understanding of customers budgetary constraints. Write SoWs with a strong focus on pre-requisites and risk management. Gain customer approval of the SoW scope and services description through multiple walk-throughs. Engage with internal delivery resources to request specialist scoping support where required. Bridge between the technical scope, architecture, and technical governance. Build project roadmaps (eg phasing) aligned to customers capabilities and business objectives. Be a lead member of an overall engagement project team focused on delivering successful and substantive customer outcomes, focused on inter-connectivity between Workflow solutions and a customer s technology landscape, while informing customer on governance best practices Align delivery and Impact teams for scoped projects. Drive further license and services revenue by picking up gaps/further opportunities within the customer. Support project initiation and planning activities to ensure seamless transition to delivery and that the agree architecture and design are respected through sales to delivery. Become a part of the extended project governance team and attend check points and governance meetings. Attend post-delivery reviews and project close out and ensure feedback is captured to refine/improve scoping. Interlock with existing customer engaged teams, where present, to further understand where opportunities exist. Enable and mentor other members of the ServiceNow delivery team and partner ecosystem. Up to 50% travel annually, driven by customer needs and internal meetings. To be successful in this role, we need someone who has: Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI s potential impact on the function or industry. An extensive career in Professional Services, ideally working also with a software OEM, and the value proposition they bring for a customer. The ability to build strong relationships internally and externally, ensuring proper engagement with core teams and customers. Ability to talk to customers in their language, around their industry, and at the appropriate level across Executive, Business and Technical stakeholders. Experience of creating and presenting, complex, multi technology solutions while creating the link to the business value proposition. The ability to manage complex customer pursuits and invest time and resources appropriately. Ability to navigate tough conversations and challenging meetings with internal and external customers. Strong focus on ownership and execution against deadlines while managing multiple opportunities at a time. Capable of developing visually rich and professional conceptual design documents targeted to varying audiences of business and technical aptitude. Strong aptitude toward communicating complex business and technical concepts using visualization and modelling aids. Ability to conceptualize and design sophisticated wireframes, workflows, and diagrams. Ability to interact well with both technical and non-technical customers, attains relevant technical and business requirements, analyzes information, and designs comprehensive solutions and engages with a high level of intellectual agility. Experience conducting solutions presentations and obtaining customer acceptance to solution design. A passion to continually study new technologies and functionality, as well as be involved in projects that push the capabilities of existing technologies. Holds or is eligible for ServiceNow certifications - CMA or CTA. Other certifications such as TOGAF highly desirable

Marathi /Hindi & Basic English Communication. Providing service to the customers. Sal :- 12,200 + Incentive Freshers/Experienced both can apply. Handling Inbound And Outbound calls Required Candidate profile -Qualification: Min HSC -Freshers/Experienced both can apply. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Tejaswini :- 7796426971 Perks and benefits unlimited incentives

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas 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. 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