Job Description
Job Purpose
Job Purpose
Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales
Managers to maintain the proper process of doing valued business for the organisation.
Key Challenges for the role -
- .High dependency on HDFC Bank relationships in Open Architecture scenario,where they may have their own priorities so alignment is thekey.
- .Balancing between the process requirement and expectations of the Channelpartners
4) Principal Accountabilities |
Accountability | Supporting Actions |
Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company | - Continuous interaction ( as per RH / ZH's defined grid ) with the channelpartners/Circle Heads of theZone
- Mapping all the key decision makers &build review Mechanism per mapping basis decided intervals
|
| - Aggressively downloading all the RnR activities to be run by BSLI
- Innovative ways to download the R&R acti
|
Ensure smooth function of the sales and other processes in order to maximise business potential. | - Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module.
- Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling
|
Relation Ship Management: Open Architecture | - To Handle Bank customers requirements with the best services and products ranges
- To be equipped with insurance and Bank Products knowledge
- To manage the relationship at all the levels to have the desire out-puts.
|
Drive effective channel management | - Work with the channel partner to effectively use R&R programs to drive desired behaviors
- Ensure efficient use of spent on Channel Partners which helps in achieving the end objective.
- Ensure achievement of desired levels of
- üPeople Retention:10%
- üActivisation of Teams:20%
- FYP ISSUED:50%
- NOPs:10%
- üProduct Mix: 10% (20%,Trad 50%: ULIP 40%: Protection 10%Monthly)
- 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in- depth understanding of Channel needs
- Identify training needs for the in-house and channel partner teams
- Position gaps / Vacancy to be filled within a TAT of T+15 Days
- Identify innovative methods working with the relationship to enhance penetration of the
database |
Ensure the right method of business acquisition in order get the profitable mix for the organisation | - Scrutinise the business on regular basis
- Maintain quality checks. Monitor Customer Complaints and adhere to defined resolution TATs - T + 72 Hrs
- Take necessary documented actions against
defaulting employees on quality / conduct |
