Assistant Key Account Manager
4 weeks ago
Job Description
APosition Overview
Position TitleTerritory Sales Manager
DepartmentHDFC Bank–Branch Banking
Level/ BandKAM as per PD sankalp
Role Summary:Dual responsibility of direct sourcing as well as team management.
-Interact withBank’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.
B Organizational Relationships
Reports ToCircle Manager
SupervisesRMs
C Job Dimensions
Geographic Area CoveredZone/s
StakeholdersSupervisors, RMs, Ops, Underwriting
Internal
ExternalBank–Channel Partner
D Key Result Areas
Interact with Bank branch∙Provide guidance &support toBank’s employee, TATA AIA RMs and
employee,Bank’sClusterall stakeholders in terms of submissions, issuance , pending resolve etc
Head to help them achieve∙Maintain good relationship with Bank’s Cluster Head- interact with
him regularly to assess business status. Take help from them to push &
salestargets&,while
motivate them to maintain productivity
ensuringthatthe
∙Maintain persistency by monitoring case size & healthy product mix
persistency & productivity
∙Ensurethattheyaremeetingtheirteamtargetsaswellas
is maintainedindividual sales targets
∙Managing the relationship between internal team and channel partner so
as to foster sales for the company and mmaintain utmost levels of
responsiveness to requirements from the Channel Partner
EnsureRecruitmentisas∙Regularly interact with HR to ensure that recruitment is as per plan
per plans
Monitortheperformance∙Ensure that RM’smeet their respective targets which will promote them
of RMs to promote them toto the next level
the next level
Job Description
Maintain&drive∙Ensure adherence to SOPs & sales processes & instigate disciplinary
compliance at the zoneaction against those fond breaching them
Top Line Growth/BusinessAchievement of NB Premium target, RM Activation and Product mix
Enablement
Business EnablersSales 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
respectivefunction.Thisincludesdevelopmentofriskresponseprocesses,
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
implementingriskmitigationplanthroughoptimumresourceallocation,
monitoring and reporting on status.
E Skills Required
TechnicalGood Knowledge of MS Office
Behavioral
EssentialDesired
Interpersonal skills∙
Communication skills∙
Creative thinking skills∙
Supervising/Leadership skills∙
Teamwork Skills∙
Influencing skills∙
Relationship Building skills∙
Decision making skills∙
F Incumbent Characteristics
EssentialDesired
QualificationGraduationManagement background preferred
ExperienceShouldhaveatleast6years’
experience of banca sales with at
least2years’experiencein
leading teams.
The incumbent also preferably
needs to have knowledge of retail
sales in the insurance parlance.
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