Senior Relationship Manager - HDFC Bank Branch Banking

Senior Relationship Manager - HDFC Bank Branch Banking

Tata Group
1-3 years
Not Specified

Job Description

Job Description
Senior Relationship Manager - HDFC Bank Branch Banking
Level / Band : :
Location City : : Chennai
Zone : : South
Location Branch :: Tamil Nadu
Role Summary

  • NA

Organizational Relationships
Reports to :Cluster Area Manager
Supervises :NA
Job Dimensions
Geographic Area Covered :
Branches / Cluster
Stakeholders :
Internal : Branch Operations
External :
Key Result Areas
Organization Process
Key Contributions
Organization Process
Key Contributions
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 mmaintain utmost levels of responsiveness to requirements from the Channel Partner
Provide all possible support to the channel partner as a face of parent company
Effectively execute all Marketing activities as per Partners requirement
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order to service his portfolio of customers
To maintain the desired persistency ratio
Prompt post-sales service with respect to all domains
Strategize and interact closely with the RM on business plan execution
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
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
Good Knowledge of MS Office / MS Excel
Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Self management
Problem solving skills
Peer level co-ordination and influencing skills
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Language Skills
Incumbent Characteristics
Organization Process
Post Graduate
1 - 3 years in Sales (Insurance / Financial Service Background)
Disclaimer : This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organizational need/requirement from time to time.

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