Job Description:ADITYA BIRLA GROUPAnnexure I : ABG Job Description TemplateJob Description – Regional Manager4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4–7 key result areas)Key Result AreasSupporting ActionsAchieve revenue growth & profitability to upscale the teamDrive sales targets and achieve business objectives as per annual plan.Focus on revenue growth, profitability, and yield management.Provide suitable financial solutions aligned with customer needs which includes the bouquet of products available at ABML e.G. broking products, MTF, insurance, loans, PMS etc.Plan and execute team-level initiatives to ensure business growth and momentum.Expansion of presence in newer potential marketsDrive client acquisition, servicing and relationship management including broking customers as wellAcquisition and servicing of SA- Sales Associate /DRA – Digital Referral AgentMonitor individual and team productivity and take corrective actions wherever required.To ensure training and development for team effectivenessCollaborate with the training team to ensure timely completion of product and process training.Ensure 100% completion of mandatory certifications by SAs within stipulated timelines.Track certification completion status and drive capability development initiatives.Ensure all SAs are adequately trained to drive sales and service excellenceTo effectively manage day to day team administration and operations for smooth functioning of the teamMonitor and foster daily operations of the team.Handle and motivate Financial Sales Associates (SAs)



towards target achievement.Ensure effective Daily Sales Process Management (LSQ).Monitor lead allocation, follow-ups, conversions and productivity metrics.Drive process discipline and operational excellence across the team.To ensure customer management & engagementPlan and execute local area programs and referral programs.Focus on customer retention, revenue enhancement and referral generation.Continuously scan local market opportunities and competitive offerings.Ensure client records are updated and maintained accurately.Ensure speedy resolution of customer queries and grievances to maximize satisfaction levelsDrive Acquisition and Servicing of customersEngage with branch-sourced clients to identify and drive cross-sell opportunities.Increase product penetration and customer wallet share through proactive engagement.Build and maintain long-term customer relationships.To ensure effective risk management & policy adherenceTo ensure adherence of all regulatory compliances & critical policies set by the company.Team Building, Engagement & DevelopmentBuild a proactive,



sales-driven and high-performing team.Enhance team capabilities through regular coaching and development initiatives.Conduct talent mapping and competitor benchmarking activities.Drive employee engagement and minimize attrition.Ensure regular product, behavioural and compliance training for team members.5) Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2–3 lines for each report)1. Financial Product Distributors: To acquire clients, by understanding their financial needs and offering them personalized products.6) Relationships: Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectivesRelationship TypeFrequencyNatureInternal1. Head HRWeeklyBusiness Review2. Head – ChannelDailyBusiness Update3. SAsDailyDaily business update, issues faced by them4. HR TeamNeed BasisHiring and Attrition UpdateExternal1. ClientsDailyGenerating recent leads, communicating the customized product offerings and understanding the customer service satisfaction levels2. ABC UnitsNeed BasisBusiness update, Product offering discussion3. VendorBi-WeeklySA productivity update7) Organizational Relationships: Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structure and indicate all the reports of the position.Head - ChannelZonal HeadSIGN-OFF: Provide the name of the Manager and the jobholder. Signature needed for the hard copy of the JD. Hard copy to be maintained in the organizational record.Job HolderReports to – ManagerNameSignature (needed for the hard copy)Go BackApply to JobRefer a friend

📌 Regional Manager - Fpd (Bengaluru)
🏢 Birla Carbon Italy
📍 Bengaluru