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 Circle Manager
Supervises RMs
C Job Dimensions
Geographic Area Covered Zone/s
Stakeholders Supervisors, RMs, Ops, Underwriting
Internal
External Bank – Channel Partner
D Key Result Areas
Interact with Bank branch ∙ Provide guidance &support; to Bank’s employee, TATA AIA RMs and
employee, Bank’s Cluster all stakeholders in terms of submissions, issuance , pending resolve etc
Head to help them achieve ∙ Maintain valuable relationship with Bank’s Cluster Head - interact with
him regularly to assess business status. Take help from them to push &
sales targets & , while
motivate them to maintain productivity
ensuring that the
∙ Maintain persistency by monitoring case size & healthy product mix
persistency & productivity
∙ Ensure that they are meeting their team targets as well as
is maintained individual sales targets
∙ Managing the relationship between internal team and channel partner so
as to foster sales for the company and mmaintain utmost levels of
responsiveness to requirements from the Channel Partner
Ensure Recruitment is as ∙ Regularly interact with HR to ensure that recruitment is as per plan
per plans
Monitor the performance ∙ Ensure that RM’s meet their respective targets which will promote them
of RMs to promote them to to the next level
the next level
Job Description
Maintain & drive ∙ Ensure adherence to SOPs & sales processes & i