- Business Target:

- Achievement of business targets (OM, penetration, PE, NPE,etc.) for the teams in terms of all insurance and other products as defined and agreed upon.

- Goal setting for the team in conjunction with the Team Leader and Sales Manager

- Review the team’s product mix across types of loans / value of loans (Eqt, Housing, etc.) and appropriate open market share for all products (PAR / ULIP / Non Par) as per defined by all constituents.

- Implement and audit of the various defined processes and practices.

- Ensure fulfillment of smooth end-to-end process for every case sourced by the teams.

- Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met

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Coaching and Development:

- Enable the team members to reach maximum level of efficiency to improve qualified and organizational effectiveness.

- Handhold the recruited FSA/ LSE by training them on product knowledge, software and processes.

- Work with the TM on NPE (non performing employee) and take corrective actions towards making them PE (performing employee).

- Devise PIP in consultation with SM to make them productive.

- Ensure low levels of attrition of the team members.

- Conduct exit interview for any resignee in the team.

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Performance Review:

- Track and analyze reports and MIS, review and implement performance sheets

- AM/ ASM along with TM should ensure that he/ she gives appropriate feedback to all team members, identify areas of improvement, initiate performance improvement plan and document them

- Relationship Building:

- Ensure smooth relationship building between ASM / AM and below levels of the mortgage vertical.

- Share relevant reports related to financial services with mortgage AM/ ASM and discuss areas of improvement between the two teams and work towards bridging the gaps between the two teams.

- 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.

Location:

Bangalore

Branch:

Sahakarnagar

Experience:

5 - 8 years

Salary Range:

As per industry standard

Functional Area:

Area Manager

Employment Type:

Permanent

Desired Candidate Profile:

- MBA / Graduate with minimum 4 years of team handling experience.

- Must have experience in selling Insurance product.

- Must have managerial experience.

📌 Loan Officer (India)
🏢 HDFC Sales
📍 India