Roles & Responsibilities:

 

Business Target: 

• Achievement of business targets (OM, penetration, PE, NPE,etc.)  for the teams in terms of all insurance and other products as defined and agreed upon.
• Goal setting for the team in conjunction with the Team Leader and Sales Manager
• Review the team’s product mix across types of loans / value of loans (Eqt, Housing, etc.) and appropriate open market share for all products (PAR / ULIP / Non Par) as per defined by all constituents. 
• Implement and audit of the various defined processes and practices.
• Ensure fulfillment of smooth end-to-end process for every case sourced by the teams.
• Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met

 

Coaching and Development:

• Enable the team members to reach maximum level of efficiency to improve professional and organizational effectiveness.  
• Handhold the recruited FSA/ LSE by training them on product knowledge, software and processes.                                    
• Work with the TM on NPE (non performing employee) and take corrective actions towards making them PE (performing employee). 
• Devise PIP in consultation with SM to make them productive.
• Ensure low levels of attrition of the team members.
• Conduct exit interview for any resignee in the team.

 

Performance Review:

• Track and analyze reports and MIS, review and implement performance sheets
• AM/ ASM along with TM should ensure that he/ she gives appropriate feedback to all team members, identify areas of improvement, initiate performance improvement plan and document them

 

Relationship Building:

• Ensure smooth relationship building between ASM / AM and below levels of the mortgage vertical.
• Share relevant reports related to financial services with mortgage AM/ ASM and discuss areas of improvement between the two teams and work towards bridging the gaps between the two teams.

 

Certification and regulatory compliance:

• Ensure his/her team is compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc.
• Ensure the right quality of business being sourced.

Location:

Trivandrum

Experience:

3 – 5 years

Salary Range:

As per industry standard

Functional Area:

Area Manager

Employment Type:

Permanent

Desired Candidate Profile:

• MBA / Graduate with minimum 4 years of team handling experience.
• Must have experience in selling Insurance product.
• Must have managerial experience.