Designation: Area Manager – Financial Services

Role/Functional Area: Area Manager

Location: Gujarat

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 the gaps bet

📌 Area Manager- Financial Services (Gujarat)
🏢 Skywings Advisors
📍 Gujarat