Circle Relationship Head- HDFC BB | Jalandhar

PeopleStrong

Punjab

On-site

PKR 14,594,000 - 21,891,000

Full time

14 days+
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Job summary

HDFC Bank Circle Relationship Head- HDFC BB is a senior leadership role in India, driving business, nurturing channel partner relationships, and leading a team of Sales Managers to hit premium and revenue targets.

Key challenges include balancing bank partner priorities with Open Architecture requirements while maintaining service standards across the channel network.

Qualifications

  • Experience in managing large channel partner networks.
  • Ability to drive premium and revenue growth through strategic relationships.
  • Strong leadership and people management skills.

Responsibilities

  • Drive business and achieve targets through allocated region/area.
  • Nurture and maintain the relationship with the channel partner for incremental development of the business and supervise the sales team.
  • Manage a team of Sales Managers to ensure process discipline and value delivery to the organisation.

Skills

Stakeholder management
Sales team handling

Education

Post Graduate

Job description

Circle Relationship Head- HDFC BB | Jala...

ABG102410

  • Financial Services
  • Punjab

Posted On 30 Mar 2026

End Date 26 Sep 2026

Required Experience 9 - 15 years

Basic Section

No. Of Position 1

Grade 9

Level Deputy Chief Manager

Organisational

DEPARTMENT-2 HDFC - Branch Banking

Country India

Skills
Skill

STAKE HOLDER MANAGEMENT SKILLS Sales Team Handling

Post Graduate

CERTIFICATION
Job Description
Job Purpose

Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation.

Job Context & Challenges:Key Challenges for the role –
High dependency on HDFC Bank relationships in Open Architecture scenario, where they may have their own priorities so alignment is the key.
Balancing between the process requirement and expectations of the Channel partners

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company Continuous interaction ( as per RH / ZH's defined grid ) with the channel partners/Circle Heads of the Zone
Mapping all the key decision makers & build review mechanism per mapping basis decided Intervals
Aggressively downloading all the RnR activities to be run by BSLI
Innovative ways to download the R&R acti

KRA2 Ensure smooth function of the sales and other processes in order to maximise business potential. Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module.
Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

KRA3 Relation Ship Management: Open Architecture To Handle Bank customers requirements with the best services and products ranges
To be equipped with insurance and Bank Products knowledge
To manage the relationship at all the levels to have the desire out-puts.

KRA4 Drive effective channel management Work with the channel partner to effectively use R&R programs to drive desired behaviours
Ensure efficient use of spent on Channel Partners which helps in achieving the end objective.
Ensure achievement of desired levels of
People Retention:10%
Activisation of Teams:20%
FYP ISSUED:50%
NOPs:10%
Product Mix: 10% (20%,Trad 50%: ULIP 40%: Protection 10%Monthly)
15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs
Identify training needs for the in-house and channel partner teams
Position gaps / Vacancy to be filled within a TAT of T+15 Days
Identify innovative methods working with the relationship to enhance penetration of the database

KRA5 Ensure the right method of business acquisition in order get the profitable mix for the organisation Scrutinise the business on regular basis
Maintain quality checks. Monitor Customer Complaints and adhere to defined resolution TATs - T + 72 Hrs
Take necessary documented actions against defaulting employees on quality / conduct parameters

KRA6 Persistency Regular MIS flow and Communication with Channel Partners on T-30 Basis ( T Being the renewal date )
Resolve queries as and when required to ensure that renewal takes place on time
Fortnightly renewal status review mechanism to be followed internally

KRA7 Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line Identify innovative methods working with the relationship to enhance penetration of the database
SM Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused
Ensure Product Mix - Trad 50% : ULIP 40% : Term 10%
15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs
Identify training needs for the in-house and channel partner team

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