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.
Organizational Relationships
Reports To
Zonal Sales ManagerSupervisesKAMsJob Dimensions
Geographic Area Covered
Zone / sStakeholders InternalSupervisors, RMs, Ops, UnderwritingExternalBank - Channel PartnerKey Result Areas
Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets & , while ensuring that the persistency & productivity is maintainedProvide guidance & support to Bank s employee, TATA AIA KAMs and all stakeholders in terms of submissions, issuance, pending resolve etcMaintain 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 productivityMaintain persistency by monitoring case size & healthy product mixEnsure that they are meeting their team targets as well as individual sales targetsManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerEnsure Recruitment is as per plansRegularly interact with HR to ensure that recruitment is as per planMonitor the performance of RMs to promote them to the next levelEnsure that KAMs meet their respective targets which will promote them to the next levelMaintain & drive compliance at the zone
Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching themTop Line Growth / Business Enablement
Achievement of NB Premium target, KAM Activation and Product mixBusiness 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.Skills Required
Technical
Good Knowledge of MS OfficeBehavioral
Essential
Desired
Interpersonal skillsCommunication skillsCreative thinking skillsSupervising / Leadership skillsTeamwork SkillsInfluencing skillsRelationship Building skillsDecision making skillsIncumbent Characteristics
Essential
Desired
Qualification
GraduationManagement background preferredExperience
Should have at least 6 years 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.Skills Required
Compliance, Relationship Management, Insurance Sales, Team Leadership, Banca Sales, Ms Office