Sales Director

1 month ago

Bhubaneshwar, Odisha, India Tata AIA Life Insurance Full time

Job Title: Sales Director

Job Summary:

As a Sales Director at Tata AIA Life Insurance, you will be responsible for leading a team of Relationship Managers under the NPS vertical. Your primary goal will be to achieve sales targets on ANP as per budgets allocated, while implementing training roadmaps and ensuring all RMs are well-trained.

Key Responsibilities:

  • Manage a team of 6-10 Relationship Managers under the NPS vertical.
  • Ensure team is run in full strength and hire/replacement RMs as per budgeted strength communicated.
  • Achieve sales targets on ANP as per budgets allocated.
  • Implement training roadmaps and ensure all RMs are well-trained.
  • Implement Needs-based Selling and Activity Management processes among RMs.
  • Ensure Goal sheets and performance review process is in place within timelines.
  • Support the business planning and implementation process for the business with the Manager.
  • Submission for required reports as per the time lines.
  • 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

People Development:

  • Enable superlative performance standards through alignment of the team with the organization's objectives as communicated from time to time.
  • Ensure clear communication of the overall strategies and drive ownership on goals and objectives.
  • Develop the competencies of the RMs.
  • Observe & demonstrate skills & knowledge with the RMs.

Customer Relationship Management:

  • Engage regularly with the 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 of Statutory Norms:

  • Adherence to the code of conduct by the entire FA team.
  • Conformation to all financial and administrative systems.
  • Ensure compliance with TALIC norms for the Branch.
  • Compliance with all statutory and regulatory norms.

Risk:

  • 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.

Incumbent Characteristics:

  • Qualification: Graduate/MBA.
  • Experience: 6-9 Yrs/3-5 Yrs.

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