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Deputy Manager – Financial Services

Job Description

Roles & Responsibilities:

Business Target: 

  • Achievement of business targets (OM, penetration target, PE, NPE, etc.) for the team in terms of all insurance and other products as defined and agreed upon. 
  • Maintain 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).
  • Ensure activation of team members as per activation definition.
  • Monitor and analyse various reports like HL file reports, target Vs achievement reports, renewed & lapsed policy MIS, activation report, Weekly penetration, Open Market report, etc.  
  • Ensure proper customer profiling done by his team members and monitor PFR’s towards maximizing the cross sell/ up-sell opportunity basis the need of the customer.
  • Ensure appropriate processes defined are being followed by his team members, reports are being maintained and system updations / feedbacks on their business are completed in timely manner.
  • Ensure fulfilment of smooth end-to-end process for every case sourced by the team.
  • Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met


Team Management & Development:  Provide direction to the team towards increasing their productivity

  • Manage and maintain a team of minimum 8 FSA + LSE's or budgeted manpower by co-ordinating with the hiring partners
  • Conduct preliminary interview 
  • Assist in the target setting for his/her team members 
  • Conduct morning huddles with the team and ensure the process / reviews defined are adhered to. 
  • Ensure daily 2 customer calls with the FSA's (team members) to close business etc.
  • While on a call with a team member, he/she needs to help and guide team members towards handling customer objections etc.
  • Review of the activities and calls of his/her team members and guide them towards being productive employees in the system. 
  • Identification of top performers (FSA & HLE with Max Joint Calls) and felicitation on a location level
  • Initiate the training needs (inductions, sales training, certifications, etc.) as required for his team and to ensure the implementation of learnings/ training programme for the same.
  • Appraise the objectives and KPAs of each team member on a monthly basis 
  • Ensure he/ she gives appropriate feedback to all team members, identifies areas of improvement, initiates performance improvement plan and documents them.


Relationship Building:

  • Build professional relationship with the business stakeholders (HL, HDFC Limited, Insurance partners, Customers and hiring partners)
  • Share joint call feedback and support of the HL executive with their respective mortgage counter parts and together work towards a partnership approach to maximize the business.




3 – 5 years

Salary Range:

As per industry standard

Functional Area:

Team Leader -(NonTechnical)

Employment Type:


Desired Candidate Profile:

  • MBA / Graduate with minimum 2 years of team handling experience
  • Candidates with a minimum of 2 to 3 years’ experience in selling Insurance product.

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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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