• Financial Planning Manager - Client Relationship Jobs in Ahmedabad,India - 25713535

  • HDFC Bank Ltd

Job Description:

Urgent hiring HDFC Standard Life Insurance Co Ltd

Salary and job roles may differ as per experience 

Job Role and Responsibilities

  • Responsible for the administration and efficient daily operation of a full service branch office, including lending, product sales, customer service, and security and safety in accordance with the Banks objectives

  • Enhance and contribute in the growth of the company through Business Development

  • Provision of a superior level of customer relations and promotion of the sales and service culture through coaching, guidance and staff motivation

  • Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship

  • Maintain AOP (Annual Operating Plan) for the financial year ie to prepare and track product (liability, assets and fees) wise

  • Weekly/monthly reviews for outbound and as well as for inbound sales

  • Prepare and review monthly activity calendar of outbound activities for BSM/SOs on a weekly basis

  • Ensure proper on-boarding of all new customers acquired

  • Cross-sell of products (ie sales of 3 products per customer within 90 days of account opening) with new and as well as with existing customers

  • Conduct daily morning huddles to discuss daily plan and agenda for employees

  • Track inflow and outflow of reports (like account closures, account opening, Fixed Deposit renewals/closures etc) and thus, daily business generation

  • Maintain customer relationship through sourcing and on-boarding process

  • Monitor DSR (Daily Sales report) on a regular basis

  • Manage leads through SFA (software used for entering the generated leads)

  • Segment the customer within the catchments of the branch to increase the Journal-Ledger base of the branch

  • Capability building and manpower management

  • Mentor/Guide new joinees as well as existing branch employees

  • Brief employees on their role and expectations from them

  • Provide timely feedback to employees on a regular basis (structured feedback)

  • Conduct workshops and training programs for the employees


    Educational Qualifications- 

  • Graduation is mandatory

  • Minimum 1 Year to 5 Years of Any Sales Experience (BFSI prefer for senior level position)

  • Skills and Competencies- 

  • Analytical Skills

  • Good Communication Skills

  • Knowledge and understanding of banking products and services

  • Strong network within and outside the branch

  • Current-Account Knowledge

  • Team handling skills
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Insurance
    Functional Area : Banks/Insurance/Financial Services, Sales/Business Development
    Role : Bank Assurance, Relationship Mgmt, Direct/Commission Sa
    Salary : Rs 1.80 - 2.75 Lacs p.a.
    Deadline : 20th Jul 2020

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