17 Oct
TATA AIA LIFE INSURANCE
Lucknow
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> JOBDESCRIPTION
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> A PositionOverview
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> Position Title
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> Territory Sales Manager - HDFC Bank Branch Banking
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> Department
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> HDFC Bank –Branch Banking
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> Level/ Band
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> Assistant Manager / 301
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> Role Summary:
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> ·Dualresponsibility of direct sourcing as well as team management.
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> ·Interactwith Bank’s cluster head & bank employees and manage them on daily basis.
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> ·Branchesdirectly mapped to him/her.
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> ·ManageRMs mapped to him to help them achieve sales targets
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> ·Ensuringthat the persistency & productivity is maintained, Ensures quality ofrecruits hired in the team, maintains & drives compliance at the zone.
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> B OrganizationalRelationships
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> Reports To
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> Circle Manager
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> Supervises
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> RMs
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> C JobDimensions
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> Geographic Area Covered
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> Zone
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> Internal Stakeholders
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> Internal Supervisors, RMs, Ops, Underwriting
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> External
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> Channel Partner
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> D Key ResultAreas
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> Organization Process
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> Key Contributions
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> Interact with Bank branch employee, Bank’s Cluster Head to help them achieve sales targets & , while ensuring that the persistency & productivity is maintained
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> ·Provide guidance &support; to Bank’s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance , pending resolve etc
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> ·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
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> ·Maintain persistency by monitoring case size & healthy product mix
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> ·Ensure that they are meeting their team targets as well as individual sales targets
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> ·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
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> Ensure Recruitment is as per plan
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> ·Regularly interact with HR to ensure that recruitment is as per plan
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> Monitor the performance of RMs to promote them to the next level
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> Ensure that RM’s meet their respective targets which will promote them to the next level
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> Maintain & drive compliance at the zone
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> ·Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them
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> Top Line Growth/Business Enablement
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> - Achievement of NB Premium target, RM Activation and Product mix
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> Business Enablers
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> ·Sales activity management, renewal collection,
and high level relationship mapping with bank staff (very important)
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> Risk
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> ·‘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.
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> E SkillsRequired
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> Technical
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> ·Good Knowledge of MS Office
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> Behavioral
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> Essential
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> Desired
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> Interpersonal skills
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> ·
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> Communication skills
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> ·
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> Creative thinking skills
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> ·
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> Supervising/Leadership skills
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> ·
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> Teamwork Skills