Customer Sales Manager
3 weeks ago
Job Title: Sales Manager
Department: Direct Distribution - NPS
Level/ Band: 401
Role Summary:
As a Sales Manager at Tata AIA Life Insurance, you will be responsible for leading a team of Relationship Managers under the NPS vertical. Your primary objective will be to ensure the team is running at full strength, managing a team of 6-10 RMs, and achieving sales targets on ANP as per budgets allocated.
Key Responsibilities:
- Manage a team of Relationship Managers under the NPS vertical.
- Ensure the team is running at full strength, managing a team of 6-10 RMs.
- Achieve sales targets on ANP as per budgets allocated.
- Implement training roadmaps and ensure all RMs are well-trained as per needs and organizational objectives.
- Implement Needs-Based Selling and Activity Management processes among RMs.
- Ensure Goal sheets and performance review processes are in place within timelines.
- Support the business planning and implementation process for the business with the Manager.
- Submission of required reports as per timelines.
- Review with ASM as per agreed periodicity.
Business Results:
- Monitor and evaluate achievement of targets against the following parameters:
- ANP/WNBP
- Productivity per RM
- Case rate
- Average Case Size
- Activity Ratio
- Attrition
- Monitor, control, and evaluate the activity of the RM through Activity Management System and Lead Management System.
Customer Relationship Management:
- Engage regularly with allocated lead/newly acquired customers to ensure higher retention, customer satisfaction, and continued relationship.
- Ensure all customers are serviced to the standards set up.
Code of Conduct and Ensuring Compliance:
- Adherence to the code of conduct by the entire FA team.
- Compliance with all financial and administrative systems.
- Ensure compliance with TALIC norms for the Branch.
- Compliance with all statutory and regulatory norms.
Risk Management:
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines.
- Highlight and recommend process gaps, flaws, and process changes.
Essential Skills:
- Good knowledge of MS Office.
- Interpersonal skills.
- Communication skills.
- Supervising/Leadership skills.
- Teamwork Skills.
- Influencing skills.
- Relationship Building skills.
- Decision-making skills.
Desirable Skills:
- Expertise in the usage of MS Office.
- High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines.
Qualification and Experience:
Graduate/MBA with 6-9 years of experience in Sales leadership roles or 3-5 years of experience in sales leadership roles with MBA degree.
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