Position Title

Department

Level/ Band

Role Summary

Dual responsibility of direct sourcing as well as team management.
Interact with Bank's cluster head bank employees and manage them on daily basis.
Branches directly mapped to him/her.
Manage RMs mapped to him to help them achieve sales targets.
Ensuring that the persistency productivity is maintained, Ensures quality of recruits hired in the team, maintains drives compliance at the zone.

Organizational Relationships

Reports To

Supervises

Job Dimensions

Geographic Area Covered

Stakeholders Internal

External

Key Result Areas

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 KAMs 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 and 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 plans
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 KAMs 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 found breaching them

Top Line Growth/Business Enablement

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 advise 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.

Skills Required

Technical

Behavioral

Essential

Incumbent Characteristics

Essential

Desired

Qualification

Experience

Should have at least 6 years experience of banca sales with at least 2 years experience in leading teams.
The incumbent also preferably needs to have knowledge of retail sales in the insurance parlance.

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