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Area Manager – Financial Services

Job Description

Roles & Responsibilities:


Business Target: 

  • Achievement of business targets (OM, penetration, PE, NPE,etc.)  for the teams in terms of all insurance and other products as defined and agreed upon.
  • Goal setting for the team in conjunction with the Team Leader and Sales Manager
  • Review the team’s product mix across types of loans / value of loans (Eqt, Housing, etc.) and appropriate open market share for all products (PAR / ULIP / Non Par) as per defined by all constituents. 
  • Implement and audit of the various defined processes and practices.
  • Ensure fulfillment of smooth end-to-end process for every case sourced by the teams.
  • Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met


Coaching and Development:

  • Enable the team members to reach maximum level of efficiency to improve professional and organizational effectiveness.  
  • Handhold the recruited FSA/ LSE by training them on product knowledge, software and processes.                                    
  • Work with the TM on NPE (non performing employee) and take corrective actions towards making them PE (performing employee). 
  • Devise PIP in consultation with SM to make them productive.
  • Ensure low levels of attrition of the team members.
  • Conduct exit interview for any resignee in the team.


Performance Review:

  • Track and analyze reports and MIS, review and implement performance sheets
  • AM/ ASM along with TM should ensure that he/ she gives appropriate feedback to all team members, identify areas of improvement, initiate performance improvement plan and document them


Relationship Building:

  • Ensure smooth relationship building between ASM / AM and below levels of the mortgage vertical.
  • Share relevant reports related to financial services with mortgage AM/ ASM and discuss areas of improvement between the two teams and work towards bridging the gaps between the two teams.


Certification and regulatory compliance:

  • Ensure his/her team is compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc.
  • Ensure the right quality of business being sourced.




3 – 5 years

Salary Range:

As per industry standard

Functional Area:

Area Manager

Employment Type:


Desired Candidate Profile:

  • MBA / Graduate with minimum 4 years of team handling experience.
  • Must have experience in selling Insurance product.
  • Must have managerial experience.

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Our Team Says

Don’t just take it from us; let our employees do the talking!

Dayanand Team

Dayanand Shevale,
Area Manager,
Mortgage Sales

img   “My tenure with HDFC Sales has been eventful and fulfilling. I was assigned the role of a ’Subject Matter Expert‘. Meanwhile, I was detected with a severe medical condition which impacted my personal and professional life for around a year. Due to the flexible working environment and extended support by my peers and manager, I was able to see through my situation.”

Varoon Team

Varoon Joshua,
Territory Manager,
Mortgage Sales

img   “HDFC Sales is the first firm where I shifted my domain from HR to Sales & Marketing. The only experience that I brought to this job was people-management. My seniors were kind enough to give me the opportunity. As a Team Manager, I have learned a lot, built networks, grown from managing a team of 12 to now 48 people as an Assistant Sales Manager. 6 years on, I am still learning, building better relationships, understanding people and helping my team make the most of their experience with HDFC Sales.”

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