1. Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organization.

2) Dimensions
What are the areas (in quantitative terms) the job has an impact on?

Dimension
Remarks
1.
Manpower (Nos.)
4-5 depending on the relationship
Indirect – could range from 28- 35

3) Job Context & Major Challenges
- Driving sales performance through a phone-based sales model without face-to-face customer interaction.
- Ensuring high lead conversion and productivity across tele-sales teams.
- Maintaining customer engagement and relationship quality through telephonic interactions.
- Balancing aggressive sales targets with customer experience and compliance requirements.
- Managing team productivity, motivation, and attrition in a high-volume sales workplace.




- Ensuring quality business acquisition while maintaining regulatory and process adherence.
- Driving persistency and customer retention through effective follow-up mechanisms.
- Managing lead quality, lead allocation, and optimal utilization of available databases.

4) Principal Accountabilities & Supporting Actions
Ensure achievement of Premium and Revenue Targets
- Monitor sales performance, conversion ratios, and premium achievement regularly.
- Drive sales campaigns, contests, and recognition programs to improve productivity.
- Conduct regular performance reviews with Sales Managers and sales executives.
- Ensure effective lead utilization and customer engagement.

Ensure smooth functioning of sales and operational processes
- Communicate product, process, and compliance updates to the team.
- Ensure adherence to quality and regulatory requirements.
- Monitor lead allocation, policy issuance, and customer

📌 RSM- HDFC (Coimbatore)
🏢 Financial services
📍 Coimbatore