Cluster Sales Manager

3 weeks ago

Mumbai, India Tata AIA Life Insurance Full time

A PositionOverview

PositionTitle

ClusterSalesManager

Department

Federal Bank

Level/Band

Assistant Manager / 301

RoleSummary :Dualresponsibility ofJoint Field Work aswellasteammanagement.

-Interact withBank’sclusterhead&bankemployeesandmanagethemondailybasis

-Branchesdirectlymappedtohim/her.

-ManageRMs mappedto himto helpthemachievesales targets

-Ensuringthatthepersistency&productivityismaintained,Ensuresqualityofrecruitshiredintheteam,maintains&drivescompliance at the zone.

B OrganizationalRelationships

ReportsTo

Zonal Sales Manager

Supervises

KAMs

C JobDimensions

GeographicAreaCovered

Zone/s

Stakeholders Internal

Supervisors,RMs,Ops,Underwriting

External

Bank–ChannelPartner

D KeyResultAreas

Interact with Bank branchemployee,Bank’sClusterHeadto help them achievesalestargets&,whileensuringthatthepersistency & productivityis maintained

·Provideguidance&supporttoBank’semployee,TATAAIA KAMsandallstakeholdersintermsofsubmissions,issuance,pendingresolveetc

·Maintain good relationship with Bank’s Cluster Head - interact withhimregularlytoassessbusinessstatus.Takehelpfromthemtopush&motivatethemtomaintainproductivity

·Maintainpersistencybymonitoringcasesize&healthyproduct mix

·Ensurethattheyaremeetingtheirteamtargetsaswellasindividualsalestargets

·Managingtherelationshipbetweeninternalteamandchannelpartnersoas to foster sales for the company andmaintain utmost levels ofresponsivenessto requirementsfromtheChannel Partner

EnsureRecruitmentisasperplans

·Regularlyinteract withHRtoensurethatrecruitmentisasperplan

MonitortheperformanceofRMstopromotethemtothenext level

·EnsurethatKAMsmeettheirrespectivetargetswhichwillpromotethemto the nextlevel

Maintain & drivecomplianceatthezone

·EnsureadherencetoSOPs&salesprocesses&instigatedisciplinaryactionagainstthosefond breachingthem

Top Line Growth/BusinessEnablement

AchievementofNBPremiumtarget,KAM ActivationandProductmix

BusinessEnablers

Salesactivitymanagement,renewalcollection,andhighlevelrelationship

mappingwithbankstaff(veryimportant)

Risk

‘Own-up’ the risk of the function by developing a risk aware culture throughparticipationinmeasurement,analysisandmitigationofrisksassociatedwiththerespectivefunction.Thisincludesdevelopmentofriskresponseprocesses,participation in contingency and business continuity programs and reporting ofemerging risks with potential impacts.Also respond to risks highlighted byemployees through formal / informal mechanisms and advice on various riskmanagement issues within the organization and provide feedback.Participate inimplementingriskmitigationplanthroughoptimumresourceallocation,monitoringandreportingonstatus.

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