Document

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 & healthy product mix

persistency & productivity

Ensure that they are meeting their team targets as well as

is maintained