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Posted 09 July, 2026

Senior Circle Manager - HDFC Bank Branch Banking

Tata AIA Life Insurance
Mumbai, MH, IN Full Time
Reference: f55e9fea709a22bd

Job Description

JOB DESCRIPTION APositionOverview \n

PositionTitle

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Senior Circle Manager - HDFC Bank Branch Banking

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Department

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HDFCBank - BranchBanking

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L evel/Band

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Senior Manager / 501

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RoleSummary:

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Tomanagesalesandbusinessobjectiveofthecluster, meetingorexceedingkeytargets

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Toensureachievementofsalestargetswithoptimalmarketcoverage

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Toplanresourceallocationandberesponsibleforfinancial viabilityofthecluster

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Toeffectivelyleadandmanagehissalesteambyprovidingthemwithongoingcoaching

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Toensurethatthesalebehavior,salesethicsandsalespracticesofthesalesteamcomplywithcompany

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standardsandregulations

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Tocloselyworkwiththe supervisortodesignsalesstrategiesandinitiativesthat willcauseimprovementof salesperformanceacrossbusiness.

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B

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OrganizationalRelationships

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ReportsTo

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StateHead

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Supervises

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ClusterAccountManagers/RelationshipManagers

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C Jo bDimensions

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G eographicAreaCovered

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Cluster

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I nternalStakeholders

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Training

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ProductManagement

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Marketing

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BranchOperations

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DistributionOperations

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E x ternal

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ChannelPartner

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D KeyResultAreas

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Achieve ANP

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targets through assignedbranches

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·Achievepre-set businesstargetsonANP, casecount, activebranch,active sales staffandvariousKPIsforbranchbankingandcardsvertical

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·Work collectively with the branch manager on the business strategies and implementationplans

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·Visitallocatedbranchesregularlytosuperviseprocessandoperations

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·InteractregularlywithRelationshipManagerstoachieverequiredsalestarget

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·TrainingRelationshipManagersinpresentation&sellingskills

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·JointSalesCallswithsalesteamoncallsoncallswithhigh-ticketclients

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·Developandmaintainstrong relationshipandrapportwithbankmanagersto ensureachievebusinessnos.

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T raining salesteam

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o f

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the

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·TraintheRelationshipManagersandbanksfrontlinestaffontheproducts,sales technique,prospecting,objectionhandlingandsalesoperationandprocessetc

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·TotraintheRelationshipManagersonPresentationandSellingSkills

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·ConductsessionsonproductpitchingandqueryhandlingforRMs

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M o nitorsales&

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providesupport

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·AnalyzetheproductivityofRMstoensuretheyaredeliveringasper expectations.Suggestthedevelopmentalchangesandinterveneasandwhen required.

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·Ensurethatthehighperformersaresuitablyrewarded&keptmotivated

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·MaintainandobserveCompanysinternalcontrolandstandards

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·Actasanescalationpointforissuespertainingtopolicyissuance

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Arrange various

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contests&events forthesalesteamas wellasthe customers

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·Communicateallmarketingandsalesprogramstobank’sfrontlinestaffand ensureawarenessandaprticipation

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·Fulfilltheapprovalrequirements

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·Analyzethecustomerresponsetoeventstojudgethefeasibilityoftheeventsin termsofleads generatedvs.themoneyspent

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M I S&Reporting

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·DesignandcirculatebusinessMISandreportstovariousstakeholderasrequired

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·AnalyzedatacutsonBusinessPerformanceandsharethefindingswiththe supervisors

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Risk

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·Participateinriskmitigationplans,contingencyplanning,andbusinesscontinuity programsbyexecutingandreportingwithindefinedtimelines. Highlightand

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recommendprocessgaps,flawsandprocesschanges.

ESkillsRequired \n

T echnical

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·Product/Subjectmatterexpertise

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·TeamManagementskills

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·Mentoringskills

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·Businessperspective&planning

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·PerformanceManagementskills

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·Finance/Insuranceindustryawareness

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·Interviewingskills

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·Selfmanagement

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·Problemsolvingskills

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·Peerlevelco-ordinationandinfluencingskills

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B ehavioral

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Ess e ntial

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Desired

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I nterpersonalskills

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ü

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Communicationskills

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ü

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Creativethinkingskills

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ü

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Supervising/Leadership

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s k ills

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ü

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T eamworkSkills

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ü

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I nfluencingskills

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ü

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Relationship Building skills

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ü

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Decisionmakingskills

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ü

FIncumbentCharacteristics \n

Ess e ntial

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Desired

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Q ualification

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PG/MBA

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E x perience

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7-9yearsSalesExperience

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