A Position Overview Position Title Territory Manager Department HDFC Securities - Branch Level/ Band Assistant Manager

Role Summary : Dual responsibility of direct sourcing as well as team management.
- Interact with Bank s cluster head bank employees and manage them on daily basis
- Branches directly mapped to him/her.
- Manage RMs mapped to him to help them achieve sales targets Ensuring that the persistency productivity is maintained, Ensures quality of recruits hired in the team, maintains drives compliance at the zone. B Organizational Relationships Reports To Area Manager Supervises Relationship Managers C Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal

Supervisors, RMs, Ops, Underwriting

External

Bank - Channel Partner

D Key Result Areas Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets , while ensuring that the persistency productivity is maintained Provide guidance support to Bank s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance ,



pending resolve etc Maintain positive relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push motivate them to maintain productivity Maintain persistency by monitoring case size healthy product mix Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partner so as to foster sales for the company and m maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is as per plans Regularly interact with HR to ensure that recruitment is as per plan

Monitor the performance of RMs to promote them to the next level
- Ensure that RM s meet their respective targets which will promote them to the next level

Maintain drive compliance at the zone Ensure adherence to SOPs sales processes instigate disciplinary action against those fond breaching them Top L

📌 Territory Manager (Nashik)
🏢 TATA AIA LIFE INSURANCE
📍 Nashik