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Tata AIA Life Insurance - Circle Head - Bank Branch

Tata AIA Life Insurance - Circle Head - Bank Branch

TATA AIA Life InsuranceAhmedabad, India
30+ days ago
Job description

Circle Head Axis Bank Branch Banking

Role description.

Role Summary :

  • To manage sales and business objective of the cluster, meeting or exceeding key targets.
  • To ensure achievement of sales targets with optimal market coverage.
  • To plan resource allocation and be responsible for financial viability of the cluster.
  • To effectively lead and manage his sales team by providing them with ongoing coaching.
  • To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and.
  • To closely work with the supervisor to design sales strategies and initiatives that will cause improvement of sales performance across.

Organizational Relationships :

Reports To : State Head.

Supervises : Cluster Managers / Relationship Managers.

Internal Stakeholders :

  • Training.
  • Product Management.
  • Marketing.
  • Branch Operations.
  • Distribution Channel Partner.

    • Key Result Areas :

  • Achieve ANP. targets through assigned branches.
  • Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for branch banking and cards vertical.
  • Work collectively with the branch manager on the business strategies and implementation plans.
  • Visit allocated branches regularly to supervise process and operations.
  • Interact regularly with Relationship Managers to achieve required sales target.
  • Training Relationship Managers in presentation & selling skills.
  • Joint Sales Calls with sales team on calls on calls with high-ticket clients.
  • Develop and maintain strong relationship and rapport with bank managers to ensure achieve business nos.

    • Training of the sales team :

  • Train the Relationship Managers and banks frontline staff on the products, sales technique, prospecting, objection handling and sales operation and process etc.
  • To train the Relationship Managers on Presentation and Selling Skills.
  • Conduct sessions on product pitching and query handling for RMs.

    • Monitor sales & provide support :

  • Analyze the productivity of RMs to ensure they are delivering as per expectations.
  • Suggest the developmental changes and intervene as and when required.
  • Ensure that the high performers are suitably rewarded & kept motivated.
  • Maintain and observe Companys internal control and standards.
  • Act as an escalation point for issues pertaining to policy issuance.
  • Arrange various contests & events for the sales team as well as the customers.
  • Communicate all marketing and sales programs to banks frontline staff and ensure awareness and articulation.
  • Fulfill the approval requirements.
  • Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent.

    • MIS & Reporting :

  • Design and circulate business MIS and reports to various stakeholder as required.
  • Analyze data cuts on Business Performance and share the findings with the - Participate in risk mitigation plans, contingency planning, and business continuity. programs by executing and reporting within defined timelines.
  • Highlight and recommend process gaps, flaws and process changes.

    • Skills - Product / Subject matter expertise.

  • Team Management skills.
  • Mentoring skills.
  • Business perspective & planning.
  • Performance Management skills.
  • Finance / Insurance industry awareness.
  • Interviewing skills.
  • Self management.
  • Problem solving skills.
  • Peer level co-ordination and influencing Interpersonal skills.
  • Communication skills.
  • Creative thinking skills.
  • Supervising / Leadership skills.
  • Teamwork Skills.
  • Influencing skills.
  • Relationship Building skills.
  • Decision making PG / MBA.

    • Experience : 7 to 9 years Sales Experience.

    (ref : iimjobs.com)

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    Head Life Insurance • Ahmedabad, India

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