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Job Location | Varanasi |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Recruitment Services |
Functional Area | Sales / BD |
EmploymentType | Full-time |
1. Business Target: Achievement of business targets (OM , penetration target, PE, NPE, etc,)for the team in terms of all insurance and other products as defined and agreed upon. To maintain the teams product mix across types of loans / value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non Par). Ensure activation of team members as per activation definition. Monitor and analyse various reports like HL file reports, target Vs achievement reports, renewed & lapsed policy MIS, activation report, Weekly penetration, Open Market report, etc. Ensure proper customer profiling done by his team members and monitor PFRs towards maximising the cross sell/ up-sell opportunity basis the need of the customer Ensure appropriate processes defined are being followed by his team members, reports are being maintained and system updations / feedbacks on their business are completed in timely manner. Ensure fulfillment of smooth end-to-end process for every case sourced by the team. Ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met 2. Team Management & Development: Provide direction to the team towards increasing their productivity TM to manage and maintain a team of minimum 8 FSA + LSEs or budgeted manpower by co-ordinating with the hiring partners Conduct preliminary interview TM to assist in the target setting for his/her team members Conduct morning huddles with the team and ensure the process / reviews defined are adhered to. Ensure daily 2 customer calls with the FSAs (team members) to close business etc. While on a call with a team member, he/she needs to help and guide team members towards handling customer objections etc. Review of the activities and calls of his/her team members and guide them towards being productive employees in the system. TEAM MANAGER FINANCIAL SERVICESIdentification of top performers (FSA & HLE with Max Joint Calls) and felicitation on a location level Initiate the training needs (inductions, sales training, certifications, etc.) as required for his team and to ensure the implementation of learnings/ training programme for the same. Appraise the objectives and KPAs of each team member on a monthly basis Ensure he/ she gives appropriate feedback to all team members, identifies areas of improvement, initiates performance improvement plan and documents them. 3. Relationship Building: Build professional relationship with the business stakeholders TM to share joint call feedback and support of the HL executive with their respective mortgage counter parts and together work towards a partnership approach to maximize the business. 4. Certification and regulatory compliance: Ensure his/her team is compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. Ensure that the lead is closed in presence of a certified FSA/LSE. To ensure the right quality of business being sourced.,
Keyskills :
sellingsalesalestrainingcrosssellsharemarkettargetachievement