Territory Sales Manager

3 months ago

Jaipur, India Tata AIA Life Insurance Full time

JOBDESCRIPTION

A PositionOverview

Position Title

Territory Sales Manager - HDFC Bank Branch Banking

Department

HDFC Bank –Branch Banking

Level/ Band

Assistant Manager / 301

Role Summary:

·Dualresponsibility of direct sourcing as well as team management.

·Interactwith Bank’s cluster head & bank employees and manage them on daily basis.

·Branchesdirectly mapped to him/her.

·ManageRMs mapped to him to help them achieve sales targets

·Ensuringthat the persistency & productivity is maintained, Ensures quality ofrecruits hired in the team, maintains & drives compliance at the zone.

B OrganizationalRelationships

Reports To

Circle Manager

Supervises

RMs

C JobDimensions

Geographic Area Covered

Zone

Internal Stakeholders

Internal Supervisors, RMs, Ops, Underwriting

External

Channel Partner

D Key ResultAreas

Organization Process

Key Contributions

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

·Maintain persistency by monitoring case size & healthy product mix

·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 plan

·Regularly interact with HR to ensure that recruitment is as per plan

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

Ensure that RM’s meet their respective targets which will promote them to the next level

Maintain & drive compliance at the zone

·Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them

Top Line Growth/Business Enablement

Achievement of NB Premium target, RM Activation and Product mix

Business Enablers

·Sales activity management, renewal collection, and high level relationship mapping with bank staff (very important)

Risk

·‘Own-up’ the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.

E SkillsRequired

Technical

·Good Knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising/Leadership skills

·

Teamwork Skills

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