Area Manager – Financial Services

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.

 

Location:

Bangalore

Branch:

Sahakarnagar

Experience:

5 - 8 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.