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Territory Manager - HDFC Securities Branch

Date Posted: Aug 14, 2026

Job Detail

  • location_on
    Location Nashik, Maharashtra, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Nov 14, 2026

Job Description

A            Position Overview

Position Title

Territory Manager

Department

HDFC Securities - Branch

Level/ Band

Assistant Manager

 

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                     

Area Manager

Supervises

Relationship Managers

 

C           Job Dimensions

Geographic Area Covered

Zone/s

Stakeholders                                           Internal

Supervisors, RMs, Ops, Underwriting

External

Bank – Channel Partner

 

D            Key Result Areas

Interact with Bank branch employee, Bank’s Cluster Head  to help them achieve sales targets & , while ensuring that the persistency & productivity is maintained 

  • Provide guidance &support to Bank’s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance , pending resolve etc
  • Maintain good relationship with Bank’s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
  • Maintain persistency by monitoring case size & healthy product mix
  • Ensure that they are meeting their team targets as well as individual sales targets
  • Managing the relationship between internal team and channel partner so as to foster sales for the company and  mmaintain utmost levels of responsiveness to requirements from the Channel Partner

 

Ensure Recruitment is as per plans

  • Regularly interact with HR to ensure that recruitment is as per plan

 

Monitor the performance of RMs to promote them to the next level

  • Ensure that RM’s meet their respective targets which will promote them to the next level

 

Maintain & drive compliance at the zone

 

  • Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them

 

Top Line Growth/Business Enablement

Achievement of NB Premium target,     RM Activation and Product mix

Business Enablers 

Sales activity management, renewal collection, and high level relationship mapping with bank staff (very important)

Risk

‘Own-up’ the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function.  This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts.  Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback.  Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.

 

E              Skills Required

Technical

  • Good Knowledge of MS Office

Behavioral 

 

 

 

Essential

Desired

Interpersonal skills

  •  

 

Communication skills

  •  

 

Creative thinking skills

  •  

 

Supervising/Leadership skills

  •  

 

Teamwork Skills

  •  

 

Influencing skills

  •  

 

Relationship Building skills

  •  

 

Decision making skills

  •  

 

 

F             Incumbent Characteristics

 

Essential

Desired

Qualification

Graduation

 

Management background preferred

 

Experience

Should have at least 6years’ experience of banca sales with at least 2 years’ experience in leading teams.

. The incumbent also preferably needs to have knowledge of retail sales in the insurance parlance.

 

 

 

Source: Tata AIA Life Insurance careers — Read the original posting and apply

This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.

Company Overview

Tata AIA Life Insurance
Tata AIA Life Insurance · Mumbai, Maharashtra, India
919 open roles

Tata AIA Life Insurance is an employer in the Insurance sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki Khoj is not a... Read More

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