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 good 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
Maintain & drive ∙ Ensure adherence to SOPs & sales processes & instigate disciplinary compliance at the zone action against those fond breaching them
Top Line Growth/Business Achievement of NB Premium target, RM Activation and Product mix
Enablement
Business Enablers Sales activity management, renewal collection, and high level relationship mapping with bank staff (very significant)
Risk ‘Own-up’ the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes,
participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation,