Job Description
Job Description
Job Description
A Position Overview
Position Title
Key Relationship Manager - HDFC Bank Branch Banking
Department
Partnership Distribution
Level/ Band
AVP / Senior Manager & 601/501
Role Summary:
• To manage sales and business objective, meeting or exceeding key targets
• To ensure achievement of sales targets with optimal market coverage.
• To effectively coordinate with the partner RMs by providing them with ongoing coaching
• To ensure that the sales behaviour, 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.
• To work closely and manage HNI partner customers
B Organizational Relationships
Reports To
Head - Strategy Bancassurance
Supervises
C Job Dimensions
Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Product Management
Marketing
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Achieve ANP targets
• Achieve pre-set business targets on ANP, active branch, active sales staff and various KPIs for designated branches/cluster
• Develop joint business and implementation plans with channel partner
• Interact regularly with Sales/ operations team to set targets & achieve required sales
• Initial grooming of the Business Development Managers in presentation & selling skills from bank side
• Make joint calls with sales team
• Accompany the sales team on calls with high-ticket clients
• Build up and maintain solid relationship and rapport with partner's sales leadership 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 Business Development Managers on Presentation and Selling Skills
Monitor sales & provide support
• Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations
• 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
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
E Skills Required
Technical
• Sales experience of HNI channels in Banking environment
• Partner management
• Product/Subject matter expertise
• Team Management skills
• Business perspective & planning
• Finance / Insurance industry awareness
• Interviewing skills
• Self-Management
• Problem solving skills
• Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
Yes
Communication skills
Yes
Creative thinking skills
Yes
Supervising/Leadership skills
Yes
Teamwork Skills
Yes
Influencing skills
Yes
Relationship Building skills
Yes
Decision making skills
Yes
Language Skills
English
F Incumbent Characteristics
Essential
Desired
Qualification
MBA/ PG Graduate
Experience
12 - 15 years Sales Experience (Insurance Service Background
Job Description
A Position Overview
Position Title
Key Relationship Manager - HDFC Bank Branch Banking
Department
Partnership Distribution
Level/ Band
AVP / Senior Manager & 601/501
Role Summary:
• To manage sales and business objective, meeting or exceeding key targets
• To ensure achievement of sales targets with optimal market coverage.
• To effectively coordinate with the partner RMs by providing them with ongoing coaching
• To ensure that the sales behaviour, 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.
• To work closely and manage HNI partner customers
B Organizational Relationships
Reports To
Head - Strategy Bancassurance
Supervises
C Job Dimensions
Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Product Management
Marketing
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Achieve ANP targets
• Achieve pre-set business targets on ANP, active branch, active sales staff and various KPIs for designated branches/cluster
• Develop joint business and implementation plans with channel partner
• Interact regularly with Sales/ operations team to set targets & achieve required sales
• Initial grooming of the Business Development Managers in presentation & selling skills from bank side
• Make joint calls with sales team
• Accompany the sales team on calls with high-ticket clients
• Build up and maintain solid relationship and rapport with partner's sales leadership 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 Business Development Managers on Presentation and Selling Skills
Monitor sales & provide support
• Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations
• 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
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
E Skills Required
Technical
• Sales experience of HNI channels in Banking environment
• Partner management
• Product/Subject matter expertise
• Team Management skills
• Business perspective & planning
• Finance / Insurance industry awareness
• Interviewing skills
• Self-Management
• Problem solving skills
• Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
Yes
Communication skills
Yes
Creative thinking skills
Yes
Supervising/Leadership skills
Yes
Teamwork Skills
Yes
Influencing skills
Yes
Relationship Building skills
Yes
Decision making skills
Yes
Language Skills
English
F Incumbent Characteristics
Essential
Desired
Qualification
MBA/ PG Graduate
Experience
12 - 15 years Sales Experience (Insurance Service Background
💡 Quick Summary
Seeking a career-building opportunity? The Key Relationship Manager | HDFC Bank Branch Banking position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata 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.