Territory Sales Manager

Job Description

Role description

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A.Position Overview

Position Title

Territory Sales Manager

Department

HDFC Bank -Branch Banking

Level/ Band

306- Assistant Managers

Role Summary:Dualresponsibilityofdirectsourcingaswellasteammanagement.

-Interact with Bank'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 To

Circle Manager

Supervises

CAM's

Job Dimensions

Geographic Area Covered

Zone/s

Stakeholders Internal

Supervisors, RMs, Ops, Underwriting

Stakeholders External

Bank - Channel Partner

C.Key Result Areas

Interact with Bank branch employee, Bank's Cluster Head to help them achieve sales targets & while ensuring that the persistency & productivity is maintained

.Provide guidance &support to Bank's employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance, pending resolve etc

.Maintain good relationship with Bank's Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity

.Ensure that they are meeting their team targets as well as individual sales targets

.Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

Ensure Recruitment is as per plans

.Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.

.Align partner to ensure both teams are working towards the same goal

Monitor the performance of RMs to promote them to the next level

.Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.

Maintain & drive complianceatthezone

.Ensure adherence to SOPs & sales processes & instigate disciplinary

action against those fond breaching them

TopLineGrowth/Business Enablement

.AchievementofNBPremiumtarget,RMActivationandProductmix

BusinessEnablers

.Salesactivitymanagement,renewalcollection,andhighlevelrelationship mappingwithbankstaff(veryimportant)

Risk

.Own-uptheriskofthefunctionbydevelopingariskawareculturethrough participationinmeasurement,analysisandmitigationofrisksassociatedwiththe respectivefunction. Thisincludesdevelopmentofrisk responseprocesses, participation in

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