PRINCIPAL ACCOUNTABILITIES
- Responsible for driving New business of assigned vertical
- Ensuring the profitability and improving the profitability by identifying opportunities, increasing the business volumes
- and keeping the cost under control.
- Ensuring regulatory compliance in everything we do while promoting business.
- Target & goal setting for SMs in achieving the agreed business target.
- Counseling them at regular intervals to identify deviation and ensure path correction. Mentor them to ensure that they
- are effective in their assigned roles and are groomed for future responsibilities in due course.
- Driving Conversion ratios & R&R program for team.
- To organize effective product launches, sales campaigns and training to ensure that required awareness, knowledge
- and skill is imparted to all members of sales team.
- Adhering to regulatory requirements, monitoring quality of business, audit and compliance of sales and backend
- process.
MAJOR CHALLENGES
- (Challenges faced on an on-going basis in carrying out the job)
- Analytics capability needed to support PSF is still evolving in the organization
- Shortage of skilled talent in the insurance sales space and their optimum availability inside the organization
- Skilling of internal talent to match the changing landscape of consumers availability of training content, trainers,
- training ecosystem
- Internal coordination across functions for resolution of unique customer cases
5. DECISIONS
- (Key decisions taken by job holder at his/her end)
- Following decisions are taken by the role:
- Ability to drive & motivate team and guide sales team achieve targets
- Strategize for Growth of Topline , Product Mix and Productivity
- Detailed Understanding of Life Insurance and Products
6.INTERACTIONS
Internal Clients
- Roles you need to interact with inside the organization to enable success in your day to day work
- Operations Team – to be able to pick up relevant leads, smooth log in and issuance process
- Underwriting – to devise non-medical limits, address concerns etc.
- IT – to address technology needs.
- Analytics – for data mining and analysis
- HR - for hiring and talent management
