Job Description
A Position Overview
Position Title Territory Sales Manager
Department HDFC Bank – Branch Banking
Level/ Band KAM as per PD sankalp
Role Summary : Dual responsibility of direct sourcing as well as team management.
- Interact with Bank’s cluster head & bank employees and manage them on daily basis
- Branches directly mapped to him/her.
- Manage RMs mapped to him to help them achieve sales targets
- Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team,
maintains & drives compliance at the zone.
B Organizational Relationships
Reports To Circle Manager
Supervises RMs
C Job Dimensions
Geographic Area Covered Zone/s
Stakeholders Supervisors, RMs, Ops, Underwriting
Internal
External Bank – Channel Partner
D Key Result Areas
Interact with Bank branch Provide guidance &support to Bank’s employee, TATA AIA RMs and
employee, Bank’s Cluster all stakeholders in terms of submissions, issuance , pending resolve etc
Head to help them achieve Maintain good relationship with Bank’s Cluster Head - interact with
him regularly to assess business status. Take help from them to push &
sales targets & , while
motivate them to maintain productivity
ensuring that the
Maintain persistency by monitoring case size & healthy product mix
persistency & productivity
Ensure that they are meeting their team targets as well as
is maintained individual sales targets
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
Ensure Recruitment is as Regularly interact with HR to ensure that recruitment is as per plan
per plans
Monitor the performance Ensure that R M’s meet their respective targets which will promote them
of RMs to promote them to to the next level
the next level
Job Description
Maintain & drive Ensure adherence to SOPs & sales processes & instigate disciplinary
compliance at the zone action against those fond breaching them
Top Line Growth/Business Achievement of NB Premium target, RM Activation and Product mix
Enablement
Business Enablers Sales activity management, renewal collection, and high level relationship
mapping with bank staff (very important)
Risk ‘Own - up’ the risk of the function by developing a risk aware culture through
participation in measurement, analysis and mitigation of risks associated with the
respective function. This includes development of risk response processes,
participation in contingency and business continuity programs and reporting of
emerging risks with potential impacts. Also respond to risks highlighted by
employees through formal / informal mechanisms and advice on various risk
management issues within the organization and provide feedback. Participate in
implementing risk mitigation plan through optimum resource allocation,
monitoring and reporting on status.
E Skills Required
Technical Good Knowledge of MS Office
Behavioral
Essential Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential Desired
Qualification Graduation Management background preferred
Experience Should have at least 6 years’
experience of banca sales with at
least 2 years ’ experience in
leading teams.
. The incumbent also preferably
needs to have knowledge of retail
sales in the insurance parlance.
Position Title Territory Sales Manager
Department HDFC Bank – Branch Banking
Level/ Band KAM as per PD sankalp
Role Summary : Dual responsibility of direct sourcing as well as team management.
- Interact with Bank’s cluster head & bank employees and manage them on daily basis
- Branches directly mapped to him/her.
- Manage RMs mapped to him to help them achieve sales targets
- Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team,
maintains & drives compliance at the zone.
B Organizational Relationships
Reports To Circle Manager
Supervises RMs
C Job Dimensions
Geographic Area Covered Zone/s
Stakeholders Supervisors, RMs, Ops, Underwriting
Internal
External Bank – Channel Partner
D Key Result Areas
Interact with Bank branch Provide guidance &support to Bank’s employee, TATA AIA RMs and
employee, Bank’s Cluster all stakeholders in terms of submissions, issuance , pending resolve etc
Head to help them achieve Maintain good relationship with Bank’s Cluster Head - interact with
him regularly to assess business status. Take help from them to push &
sales targets & , while
motivate them to maintain productivity
ensuring that the
Maintain persistency by monitoring case size & healthy product mix
persistency & productivity
Ensure that they are meeting their team targets as well as
is maintained individual sales targets
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
Ensure Recruitment is as Regularly interact with HR to ensure that recruitment is as per plan
per plans
Monitor the performance Ensure that R M’s meet their respective targets which will promote them
of RMs to promote them to to the next level
the next level
Job Description
Maintain & drive Ensure adherence to SOPs & sales processes & instigate disciplinary
compliance at the zone action against those fond breaching them
Top Line Growth/Business Achievement of NB Premium target, RM Activation and Product mix
Enablement
Business Enablers Sales activity management, renewal collection, and high level relationship
mapping with bank staff (very important)
Risk ‘Own - up’ the risk of the function by developing a risk aware culture through
participation in measurement, analysis and mitigation of risks associated with the
respective function. This includes development of risk response processes,
participation in contingency and business continuity programs and reporting of
emerging risks with potential impacts. Also respond to risks highlighted by
employees through formal / informal mechanisms and advice on various risk
management issues within the organization and provide feedback. Participate in
implementing risk mitigation plan through optimum resource allocation,
monitoring and reporting on status.
E Skills Required
Technical Good Knowledge of MS Office
Behavioral
Essential Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential Desired
Qualification Graduation Management background preferred
Experience Should have at least 6 years’
experience of banca sales with at
least 2 years ’ experience in
leading teams.
. The incumbent also preferably
needs to have knowledge of retail
sales in the insurance parlance.
💡 Quick Summary
Seeking a career-building opportunity? The Territory Sales Manager 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.
