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.

Reports To	Circle Head
Supervises	KAMs

Geographic Area Covered	Zone/s
Stakeholders Internal	Supervisors, RMs, Ops, Underwriting
External	Bank - Channel Partner

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 & 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 fond breaching them
Top Line Growth/Business Enablement	Achievement of NB Premium target, KAM 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.

Technical	Good Knowledge of MS Office
Behavioral
	Essential	Desired
Interpersonal skills	.
Communication skills	.
Creative thinking skills	.
Supervising/Leadership skills	.
Teamwork Skills	.
Influencing skills	.
Relationship Building skills	.
Decision making skills	.

Essential

Desired

Qualification

Graduation

Management background preferred

Experience

Should have at least 6years 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.

Senior Financial Analyst

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