Hybrid manager
2 weeks ago
Role & responsibilities : Bharti AXA Life Insurance Job Description
Business Units/Function:
JOB TITLE: Hybrid manager - Branch manager
REPORTING TO
(ROLE):
SAH/AH
KEY
ACCOUNTABILITIES:
- Drive delivery of assigned territorys sales targets.
- Managing & driving the direct reporting FA Team on delivery of sales volume
- Support recruitment of FA.
- Managing the effective flow of leads to FOS, ensuring the timely meeting & healthy
closure rate.
- Create & manage the Lead sources for Business development. Strengthen the
relationship & regular focus on developing the top of lead funnel to sustain & grow
business unit
- Conduct meeting to review performance, disseminate Company information,
address common problems and concerns, encourage communication, and rally team
to achieve goals.
- Ensure team work in accordance with Company standards, regulation and ethics.
- Implement initiatives, formulate medium-term direction for the team
- Maximize assigned territorys results by a combination of sales target achievement
and expense managements.
- Meet with FA on weekly basis to review performance against budget and targets and
identify performance strengths and weaknesses.
- Disseminating information on incentives , promotion policy through DAP
- Organizing & conducting Continuous Performance Development with support of
Trainers for educating, skill enhancement & motivation of the Team.
- Manage all aspect of the area alloted, including customer servicing, facilities,
equipment and supplies
- Implement lead and activity management system
- Host events for customers to develop new and long-term relationship
- Keep up-to-date with market developments, Company policies, procedures, sales
process and legislation and disseminate to team
- Develop future managers
Support Responsibilities:
- Motivate by providing support, recognize FAs who perform well, and arranging
team-building activities
- Develop FAs in the furtherance of Company objectives
- Perform appraisals to review performance and identify training needs
- Sample business written by the salesforce to ensure best practices are applied
- Assist to develop Regional strategy, and establish realistic yet challenging targets
- Complete regular and ad hoc reports promptly
- Together with SMs, plan recruitment activities and schedule appropriate technical,
product, and skills training
- Meet customer KPIs for the Region
- Provide competitor activity updates
- Meet customers to resolve issues where necessary
- Handle channel conflicts arising between DD and other distribution channels
KEY CUSTOMERS:
• Clients, Local Operation & Distribution HR
EXPERIENCE &
QUALIFICATIONS:
Minimum Graduate (MBA preferred) with 4 -6 years of experience in sales with at least 2
years in leading sales teams for a retail financial services product.
Experience in leading sales teams in the life insurance industry is preferred
Preferred candidate profile KEY CUSTOMERS:
• Clients, Local Operation & Distribution HR
EXPERIENCE &
QUALIFICATIONS:
Minimum Graduate (MBA preferred) with 4 -6 years of experience in sales with at least 2
years in leading sales teams for a retail financial services product.
Experience in leading sales teams in the life insurance industry is preferred
Contact
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