To manage and drive the telecalling vendor set up for generating leads and translating the same into insurance sales output for BSLI. Ensure optimum manpower/ capacity utilization through the telecalling model so that it remains as one of the viable sales vertical in the BSLI – HDFC bank banca partnership
Job Context & Major Challenges
Job Context:/Job Challenges:• Managing attrition and headcount at the vendor, which has been a major challenge, due to lots of job opportunities available in the market and managing the required headcount into the respective processes and HDFC to generate business.
• Continuous pressure on meeting the targets across all the HDFCes and process, case by case tracking of every lead conversion, timely distributions of leads,
coordinating between internal sales team and telecalling vendor for all the updates and making changes as per the requirement in a very short notice
Key Result AreasKRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)
KRA1Financials & MISForecasting sales volumes (Revenue & Premium) from the telesales unit wrt productivity
Ensure lead / meeting tracking & timely reporting through MIS
KRA2Sales Process, Compliance & ControlAdherence to all internal, regulatory and compliance guidelines wrt to the telesales unit
Follow approved sales pitch for meeting penetration