Job Description HayGroup 3 ensuring that the same information is shared with the RH/ZH 3. Aggressively downloading all the RnR activities running by the organisation. 4. Create Innovative ways to have Branch Activities to increase the customer penetration Executes smooth function of the sales and other processes in order to maximise business potential. 1. Communicate any process change or change in any rules and regulations by the help of different training module. 2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks Relation Ship Management: Open Architecture 1. To Handle Bank customers requirements with the best services and products ranges 2. To be equipped with insurance and Bank Products knowledge To manage the relationship at all the levels to have the desire out-puts. Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line 1. Identify innovative methods working with the relationship to enhance penetration of the database 2. FLS Review Mechanism to have 40% Activation 3. Ensure Product Mix - Trad 50% : ULIP 40% : Term 10% 4. 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an indepth understanding of Channel needs 5. Identify training needs for the in-house and channel partner team Execute the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis and give the relevant information to superiors 2. Interact with the customers through welcome calls Achieve Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and 2. resolve queries as and when required to ensure that renewal takes place on time BSLI Confidential Job Description HayGroup 4 5) Relationships (If Applicable) Internal Frequency Nature Support Executives Trainers HR Issuance Coordinator Client Service Daily Monthly As and When Required Daily As and When Required To Log-in and receipting Policies. For arranging trainings for the team as well as for the relationships. Mainly recruitments and man power related issues. To Ensure the policies are Issued on time. Service related issues. External Frequency Nature Relationship Daily Business Development and to ensure the smooth sailing, 7) Organizational Relationships (Separate Annexure to be Attached) SIGN-OFF Signature Name Date Job Analyst Signature Name Qualifications: Any Graduate Minimum Experience Level:3-5 Years
💡 Quick Summary
Seeking a career-building opportunity? The Cluster Manager HDFC Branch Banking Mumbai position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.