Job Description:

Designation: Area Manager
Role/Functional Area: Area Manager
Location: Gujrat
Experience: 3 – 5 years
Roles & Responsibilities:
 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
 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.
 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 t

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🏢 Mspire Ventures
📍 Ahmedabad