What are we looking for?

To achieve the organizational goals for the assigned zone iand mapped partners - HDFC Securties, India Post Payments bank, other payments banks and BC led partners in terms NB, market share, quality parameters like 13th month persistency through excellent relationship management and providing superior services to partner and customers meeting budgetary objectives on revenue, cost and profitability through the identified lines of business. Ensuring achievement of business objectives and building the partnership for assigned channels by identifying different areas of business and scaling up business through HO and regional interventions. Ensure effective stakeholder expectation management - Partners/internal stakeholders/ Customers.

What does the job entail?

Key Responsibilities

Territory Ownership

- Own and drive business performance across Bihar, Jharkhand, and Odisha.
- Deliver assigned business targets, market share objectives, and profitability goals across all mapped partnerships.
- Develop and execute territory-specific growth strategies.

Stakeholder Management

- Build and maintain robust relationships with key channel stakeholders, including:
- Circle Heads, Regional Heads, State Heads, and Cluster Heads of IPPB.
- State and Cluster leadership teams of HDFC Securities.
- Leadership teams of other assigned CSP/BC partnerships.
- Conduct regular business reviews and drive joint action plans for growth.

Business Development & Sales

- Drive insurance sales across the entire distribution network of assigned partnerships.
- Maximize productivity of partner touchpoints through focused sales interventions.
- Identify and capitalize on growth opportunities within the territory.
- Ensure achievement of business targets while maintaining a healthy and profitable product mix.

Training & Capability Building

- Design and execute training programs for:
- Udaan and IBC teams at IPPB.




- Relationship Managers and sales teams at HDFC Securities.
- Other partner resources across assigned channels.
- Improve product knowledge, sales capability, and customer engagement standards among partner staff.

Team Leadership

- Lead, mentor, and support a team of FLS ,CSM & THs
- Ensure effective alignment of field teams with channel priorities and business objectives.
- Drive productivity, accountability, and performance management across the team.

Customer & Relationship Management

- Support key client engagements, including HNI customer meetings across the territory.
- Act as the primary escalation point for business and relationship-related matters.
- Foster long-term partnerships through proactive engagement and solution-oriented support.

Governance & Process Excellence

- Ensure adherence to Sales Management Processes (SMP) and all Business-as-Usual (BAU) requirements.
- Maintain compliance with regulatory, operational, and organizational guidelines.
- Drive disciplined execution and reporting across channels.

Performance Expectations

- Consistently outperform competing insurers and achieve assigned market share targets.
- Deliver sustainable business growth with a focus on profitability and product mix quality.
- Strengthen partner engagement and improve channel productivity.
- Build a high-performing, self-sufficient territory ecosystem.

Work Style Requirements

- Ability to manage multiple channels and stakeholders simultaneously.
- Willingness to travel extensively across Bihar, Jharkhand, and Odisha.
- Strong planning and execution discipline, with a structured and cost-effective travel approach.
- Comfortable operating independently while collaborating effectively with internal and partner teams.

Work Experience

10-12 years work experience in a relationship management role with prior experience in digital marketing

Essential Qualification

MBA and equivalent degree in any discipline

Preferred Skills

Ensure effective stakeholder expectation management - Partners/internal stakeholders/ Customers.

📌 Regional Head - BroCA (AVP) (India)
🏢 HDFC Life
📍 India