Sales Manager

2 weeks ago


nagpur, India Riverforest Connections Private Limited Full time

JobPurpose

This role is responsiblefor driving companys sales team and channels to achieve theassigned home loan target for the month.

1. Tomanage a team of 9 company right from recruitment training andsourcing home loans business

2. To achieve HomeLoans targets for the designated area / branches / channels(internal and external) by driving the team towards theproductivity benchmark

3. To achieve InsuranceCASA credit cards crosssell targets month on month

JobResponsibilities

Drive Logins for Home Loans through variouschannels and a team of Companys SalesExecutives

Quantitative:

Annual Login targets Minimum 648 Data entry to be done incompanys systems preparing CAM and scanning thedocuments.

Coordinate with companys team for ITissues being faced if any while logging in a file.

Ensure calling on leads received from channels beinghandled references received from existing customers.

Ensure calling on opportunity bases. Wherever requiredpersonally meet up with customers especially HNWcustomers.

Minimum 10 customers to be metpersonally and customer interaction to be updated in CRM next permonth. Initiate for activities for lead generation.

Arrange for training at channels on lead sourcing qualitygive feedback on leads generated so as to ensure quality of leadgeneration improves and overall LG to LC ratio improves

Achieve Disbursaltargets on value and No

Quantitative :

Annual disbursal unit targets

Minimum324 Units Disbursal target value is assigned basis grid on CityCategory and Grade.

Drive calling on all SUDcases. Coordinate with company Credit and Operations team forresolution on post sanction documentation.

Forsensitive / HNW cases coordination with customer and company as incase of company the customer is mandatorily required to visitcompany complete the disbursal formalities.

Drive RM / PB KCMCSRM / DSAactivation for higher volumes.

Quantitative :

SM mapped with 1 to15 RM 40% activation target

SM mapped with >15 RM 35% activation target

KCMCSRM KCM activation benchmark is 3 LCs; CSRM benchmarkis 2 LC; 80% activation benchmark

COP PB 30%activation benchmark

DSA 30% DSA to be activeevery month less than 3 months from date of code activationapproval for empanelling received not to be included. However DSAwith Flat payout / Special payout LPO is to be included from firstmonth.

Qualitative:

To follow the branch sales process 100% updation oftarget branches of MOM in Cogent Minimum 10 Customer interactionsto be updated in Cogent.

Update the branchhierarchy (Branch Head Cluster Head Circle Head Zonal Head) on RMactivation on LG and LC.

Attend branch scrummeetings review leads generated share feedback on the lead qualityand overall LG LC ratio.

Conduct producttrainings update on rate revisions product offers etc.

For DSA channel: Ensure continuous channel engagementtraining update on product features and offers to improve leadgeneration and overall business.

Drive Insurance penetration on Insurancecases

Quantitative :

1.25% of disbursal target Drive calling on all SUD casesfor Insurance cross sell Drive coordination with Insurance teamsfor increasing penetration in Home Loan cases.

Ensure customer is briefed on the policy details to avoid misselland miscommunication.

Ensure periodic trainingfor the Sales Team is done by Insurance teams.

Drive CASA and CC Crosssell

Quantitative:

Annual CASA target of 216 units Annual CC target of 120units For SM handling DSA channel

Annual CASAtarget is 120 units. Drive calling on all customers

External Customers for account opening and Internalcustomers for references for CASA and CC cross sell. Continuoustraining of the Sales team on CASA and CC cross sell.

Branch targets

Quantitative:

YTD branch tgt achievement # Branches meeting targets as80%

To follow the branch sales process 100%updation of target branches of MOM in Cogent Minimum 10 Customerinteractions to be updated in Cogent.

Updatethe branch hierarchy (Branch Head Cluster Head Circle Head ZonalHead) on RM / PB activation on LG and LC YTD Branch target vsachievement

Attend branch scrum meetings reviewleads generated share feedback on the lead quality and overall LGLC ratio.

Conduct product trainings update onrate revisions product offers etc.

Engage withbranches for activities in catchment areas branch managedcorporates

Drive Productivity

Quantitative:

Minimum 1 fresh unit disbursal per executive per month(excluding 3 months vintage) Benchmark 85%

Continuous training for the sales team

Conductjoint visits

Review team size hiring trainingof Sales executives.

Arrange for activities inbranches branch catchment area branch managed corporates.

KeySkills:

Home Loans Salesbackground.

Industry knowledge.

Network of open market agents DSA Connectors Competitorinformation

home loans,sales executive,salesmanager,cross selling,CASA,credit cardsales



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