ob Purpose: To manage and drive sales through the virtual channel in the assigned territory under the Bank partnership.

This includes managing a team of Virtual Relationship Managers (VRMs), achieving revenue targets, ensuring process compliance, and maintaining solid working relationships with Bank counterparts.

Key Responsibilities: 1.

Sales Management Drive sales across insurance and investment products through the virtual channel linked to

Bank customers.

Ensure revenue and product mix targets are met for the assigned territory.

Monitor team productivity, lead conversion, and sales closure on a daily/weekly basis. 2.

Team Leadership Manage a team of Managers and FLS VRMs.

Conduct regular performance reviews, training, and motivational activities.

Maintain low attrition and high engagement across the virtual sales team. 3.

Partner (Bank) Coordination Liaise with Bank's local/regional teams to ensure alignment on business objectives.

Resolve escalations, coordinate on lead flow,



and jointly execute customer engagement initiatives.

Conduct joint reviews with Bank cluster heads or branch managers as needed. 4.

Customer Experience Ensure high-quality virtual interaction with customers.

Track service quality scores, call audits, and first-time resolution metrics.

Promote digital enablement and enhance customer satisfaction (NPS). 5.

Compliance & Governance Ensure adherence to Bank and internal company compliance and regulatory standards.

Monitor call quality, pitch hygiene, and proper documentation.

Take immediate corrective action on any deviations identified in audits or call monitoring. 6.

Reporting & Analysis Maintain MIS on daily, weekly, and monthly basis for business performance, productivity, and pipeline health.

Analyze performance trends and implement corrective measures proactively.

📌 Territory Head-Banca (India)
🏢 Skywings Advisors
📍 India