Role & responsibilities

1. Business Target Achievement

- Achieve business targets across insurance products (OM, penetration, PE, NPE, etc.).
- Set team goals along with Area Manager.
- Review product mix across loan types (Equity, Housing, etc.) ensuring right share of PAR/ULIP/NonPAR products.
- Conduct morning huddles, audit DSR/sales diaries, and ensure process adherence.
- Disseminate product, process, and incentive updates to the team.
- Support recruitment by conducting interviews and ensuring manpower as per budget.
- Coordinate marketing initiatives for lead generation (corporate desk, society activities, etc.).
- Ensure smooth end-to-end case processing and quality of business (persistency, funded/non-funded mix).

2. Coaching & Team Development

- Enhance team efficiency & skilled effectiveness.
- Conduct daily customer calls with team members to assess their selling & handling skills.
- Train new FSAs/LSEs on product, software, and process.
- Work with Team Manager on NPE improvement; devise PIP and ensure productivity.
- Maintain low attrition and support retention initiatives.
- Conduct exit interviews for resigned team members.

3.



Performance Review & MIS

- Track and analyze business MIS, certification MIS, incentive MIS.
- Implement performance sheets with Team Managers.
- Provide monthly feedback, identify gaps, initiate and document performance improvement.
- Review KRAs and objectives every month with team members.

4. Relationship Management

- Build smooth working relationships with Mortgage AM/ASM and below levels.
- Share relevant reports and collaborate to bridge gaps between teams.
- Manage relationships with HDFC Bank RMs.
- Maintain strong coordination with insurance partners.

5. Compliance & Certification

- Ensure team compliance for selling products (IRDA, AMFI certifications).
- Drive the right quality of business and adherence to regulatory standards.

Preferred candidate profile

- Graduate with 5-7 years of experience.
- Minimum 2 years of team handling experience (Mandatory).
- Must be from the Insurance industry.

Interested candidates can send their resumes at [email protected]

📌 Deputy Manager (Team Leader) - Insurance (Pimpri-Chinchwad)
🏢 HDFC Sales Private
📍 Pimpri-Chinchwad