Associate Territory Manager - Virtual Bancassurance HDFC

A Position Overview

Position Title

Associate Territory Manager - Virtual Bancassurance HDFC

Department

Virtual Bancassurance HDFC

Level / Band

Assistant Manager

Grade

301

B Organizational Relationships

Reports To

Area Manager

Supervises

C Job Dimensions

Geographic Area Covered

Virtual Bancassurance HDFC Floor

Stakeholders Internal

Virtual Bancassurance HDFC Supervisors / Phone Bankers

External

D Key Result Areas

Organization process

Key contributions

Frequency

Training

• Prepare training material for New Phone Bankers
• Certification / Motivation of Phone bankers
• Timely Completion of training
• Coaching callers based on quality scores for improvement
• Training to improve sales

Daily / Monthly

Quality Evaluations

§Ensure Quality Lead generation from the Phone Banker

§Ensure regular monitoring of quality of calls and completion of monitoring within defined timelines

§Timely feedback to caller

§Collect customer feedback and review scripts regularly

§Conducting Monthly certifications for the unit to assess product / process / system.

§Analyze the training requirements bases the feedback shared.

Daily / Monthly

MIS

Daily / Weekly / Monthly

Others

E Skills Required

Technical

§Good Knowledge of MS Office / MS Excel

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills