Manager - Direct Sales - Life Insurance (3-6 yrs) Mumbai (BFSI Sales/Marketing) - NO-672

Manager - Direct Sales - Life Insurance (3-6 yrs) Mumbai (BFSI Sales/Marketing) - NO-672

07 Feb
Kapil Consultancy

07 Feb

Kapil Consultancy


Job Title - Sales Manager (Direct Sales)

Company - Tata AIA

Location - Central Mumbai

Salary - 7 LPA

Experience - 3+ years

Job Requirement:

- 3 + yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory

- Need candidates only from Insurance background ( Life Insurance experience )

Job Description:

- Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical.

- Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated.

- Achieve sales targets on issued FYP as per budgets informed.

- Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives.

- Implement Needs based Selling and Activity Management processes among FPOs.

- Ensure Goal sheets and performance review process is in place within timelines.

- Support the business planning and implementation process for the business with the Manager.

- Submission for required reports as per the time lines.

- Monitor and evaluate achievement of targets against the following parameters:

- Issued FYP

- Productivity per FPO

- Case rate

- Average Case Size

- Activity Ratio

- Attrition.

- Monitor, control & evaluate the activity of the FPO/ WMC through Activity Management System and Lead Management System.

- Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team.

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