Role description

APosition Overview

Position TitleTerritory Sales Manager

DepartmentHDFC Bank-Branch Banking

Level/ BandKAM as per PD sankalp

Role Summary:Dual responsibility of direct sourcing as well as team management.

-Interact withBank's cluster head& bank employees and manage them on daily basis

-Branches directly mapped to him/her.

-Manage RMs mapped to him to help them achieve sales targets

-Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team,

maintains & drives compliance at the zone.

B Organizational Relationships

Reports ToCircle Manager

SupervisesRMs

C Job Dimensions

Geographic Area CoveredZone/s

StakeholdersSupervisors, RMs, Ops, Underwriting

Internal

ExternalBank-Channel Partner

D Key Result Areas

Interact with Bank branch∙Provide guidance &support; toBank's employee, TATA AIA RMs and employee,Bank'sClusterall stakeholders in terms of submissions, issuance , pending resolve etc

Head to help them achieve∙Maintain positive relationship with Bank's Cluster Head- interact with him regularly to assess business status. Take help from them to push &

salestargets&,while motivate them to maintain productivity ensuringthatthe

∙Maintain persistency by monitoring case size & healthy product mix persistency & productivity

∙Ensurethattheyaremeetingtheirteamtargetsaswellas is maintainedindividual sales targets

∙Managing the relationship between internal team and channel partner so as to foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner

EnsureRecruitmentisas∙Regularly interact with HR to ensure that recruitment is as per plan per plans





Monitortheperformance∙Ensure that RM'smeet their respective targets which will promote them of RMs to promote them toto the next level the next level

Maintain&drive;∙Ensure adherence to SOPs & sales processes & instigate disciplinary compliance at the zoneaction against those fond breaching them

Top Line Growth/BusinessAchievement of NB Premium target, RM Activation and Product mix

Enablement

Business EnablersSales activity management, renewal collection, and high level relationship mapping with bank staff (very important)

RiskOwn-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respectivefunction.Thisincludesdevelopmentofriskresponseprocesses,

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 implementingriskmitigationplanthroughoptimumresourceallocation,

monitoring and reporting on status.

E Skills Required

Technical♣Good Knowledge of MS Office

Behavioral

EssentialDesired

Interpersonal skills∙

Communication skills∙

Creative thinking skills∙

Supervising/Leadership skills∙

Teamwork Skills∙

Influencing skills∙

Relationship Building skills∙

Decision making skills∙

F Incumbent Characteristics

EssentialDesired

QualificationGraduationManagement background preferred

ExperienceShouldhaveatleast6years experience of banca sales with at least2yearsexperiencein leading teams.

. The incumbent also preferably needs to have knowledge of retail sales in the insurance parlance.

📌 Territory Sales Manager - HDFC Bank Branch Banking (Indore)
🏢 Tata AIA Life
📍 Indore