Direct Marketing
Reporting To
(Title)
Zonal Manager –Direct Marketing
Superior’s Superior
(Title)
Head – Group Business & Direct Marketing
Unit
Birla Sun Life Insurance Company Ltd
Location
Zone
Business
Life Insurance
Date
March 2013
1) Job Purpose
Drive business and achieve targets through allocated region/area. Work towards increasing the overall sales productivity of the team by facilitating & handholding the team in various types of customer acquisition & servicing activities. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation.
2) Dimensions
What are the areas (in quantitative terms) the job has an impact on?
3) Job Context & Major Challenges
(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
Key Challenges for the role –
The most critical part is grooming the sales force to be able to close the leads / prospects successfully. This is because of the criticality & advisory methods required to be able to successfully do a need based sale.
Continuously conceptualising & executing activities to generate prospective customers to keep the sales force optimally occupied in the region.
Accountability
Supporting Actions
4) Principal Accountabilities
Ensure achievement of Targets (Premium & NAAC ) in order to contribute in overall growth of the company
1. Continuous interaction with the Sales managers.
2. Regular reviews to monitor productivity levels.
3. Ensuring awareness and participation in all the R&R; activities run by the organisation.
4. Converting the key prospects into customers.
Ensure smooth function of the sales and other processes in order to maximise business potential.
1. Communicating any process change or change in