Cluster Business Manager

ROLE PROFILE TEMPLATE

Canara HSBC Life Insurance Company Limited

Role Profile Date:

Job Code:

Role Title:

Cluster Business Manager -Defence

New or Existing Role?

Role Holders Name -

New -Yes

Existing

Line Managers Name & Role Title: RUH- Defence

Job Code:

Functional Line Manager(s) Name(s) & Role Title(s)-

AVP- Defence Channel

Job Code(s):

Business/Function

Gurgaon(HO)

& Location:

Role Purpose (overall high level summary of the role)

The role is to create a team of outstanding sales executives and effectively lead, manage

and coach them towards achieving sales targets in defence channel. The role is to liaise with defence staff

and evaluate and act towards generating business by providing insurance solution to defence staff

Principal Accountabilities: Key activities and decision making areas

Typical Targets and Measures

Impact on the Business / Function [COMPLETE 3-4 AREAS]

•

Daily monitoring with all Teams

(Relationship Managers) about

•

Plan daily goals both for the team as well as individually & work

towards achieving them.

yesterdays performance

todays targets.

&

•

•

•

•

•

Hiring of the Sales team.

•

Premium per executive, per

week

Conversion rate,

Product Mix

persistency,

retention of team

and a high % of executives

exceeding planned productivity

standard

Managing sales in a result-focused environment.

Making effective sales presentations and closing deals.

Identifying potential customers and new business opportunities.

Constantly liaising with other departments for smooth

functioning.

•

•

•

•

•

•

Maintaining own awareness of product in order to sell

effectively.

•

•

Identify competency gap and scheduling of refresher training.

Maintaining daily, weekly & Monthly MIS

ROLE PROFILE TEMPLATE

Canara HSBC Life Insurance Company Limited

Customers / Stakeholders [COMPLETE 3-4 AREAS]

•

•

Timely response to internal

and external queries.

•

•

•

•

Understands own role and

how it relates to team and the

final

outcome

of

any

endeavor.

Leadership & Teamwork [COMPLETE 3-4 AREAS]

•

•

To work effectively and

consistently as part of a team

To improve over all team

performance

•

•

Lead, coach and motivate a team that collaborates effectively

across functions in the Company to achieve desired results

Creating an environment where people want to do great work

by motivating staff, demonstrating teamwork by giving

subordinates greater ownership and autonomy to deliver

objectives and continuously upgrade team caliber

Operational Effectiveness & Control [COMPLETE 3-4 AREAS]

•

•

Major Challenges (The challenges inherent in the role that require a continual test of the role holders abilities)

• Sales Target delivery

Role Context (The environment and operating conditions of the role including the extent of guidance and

authority)

ROLE PROFILE TEMPLATE

Canara HSBC Life Insurance Company Limited

•

Create

a

team of outstanding sales executives and effectively lead, manage

and coach them towards achieving sales targets

•

•

•

•

•

•

•

•

•

Plan daily goals both for the team as well as individually & work towards achieving them.

Managing sales in a result-focused environment.

Deliver sales numbers.

Making effective sales presentations and closing deals.

Identifying potential customers and new business opportunities.

Constantly liaising with other departments for smooth functioning.

Maintaining awareness of competition products in order to sell effectively.

Identify competency gap and scheduling of refresher training for team.

Maintaining daily, weekly & Monthly MIS

Management & Leadership of Regulatory, Compliance & Operational Risk (Operational Risk / Control

requirements)

Report any operational risk or operational risk loss to the line manager and the Risk & Control team

immediately if the jobholder becomes aware of emerging or inadequately controlled operational risk or identify

an operational risk loss in accordance with Companys Risk policy.

Observation of Internal Controls (Compliance Policy / Control requirements)

Maintain and observe Company's internal control standards, implement and observe the Company's

Compliance Policy, including the timely implementation of recommendations made by internal/external

auditors and external regulators. Foster a compliance culture and implement the Compliance Policy by

managing compliance risk and optimising relations with regulators

Role Dimensions (e.g. Revenue targets etc. in INR000)

•

Target lined to FOS productivity.

Headcount reporting to this role

(All staff in the dept/section, including

direct & indirect subordinates. Do not

include dotted/functional reportees

headcount here.)

Direct:

Indirect:

6-8

0

6-8

Total:

Dotted/functional reportees to this role,

if any (state title of the job):

Knowledge & Experience / Qualifications (For the role not the role holder. Minimum requirements of the

role.)

ROLE PROFILE TEMPLATE

Canara HSBC Life Insurance Company Limited

B. University (BA) or (BS)

A. Two years or less

C. Post Graduate (Masters)

B. Two to three years

C. Three to ten years

D. Over ten years

[COMPLETE]

Organizational Chart (Insert or attach the high level organization chart of the department plus the detailed sectional

organization chart showing where this job sits in the overall structure, its reporting line, its peers and subordinates, if any,

bearing job title and job code.)