AZRH-HDFC BB-Rajasthan Udaipur

Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company

1. Continuous interaction with the channel partners
2. Mapping all the key decision makers

Aggressively downloading all the RnR activities running by the organization.

Ensure smooth function of the sales and other processes in order to maximise business potential.

1. Communicating any process change or change in any rules and regulations by the help of different training module.
2. Supporting in the actual sales and service aspects including sales calls issuance and complaint handling

Maintain the expense gap in order to reduce the cost

1. Understanding the need of the expense
2. Taking commitment from the channel before any spending or allocation of the budget
3. Manage expenses within allowable expense gap

Maintain a SM wise expanse tracker

Ensure relevant people in the right place right time in order to maximise the productivity

1. Understanding the strength of the resource and depending on that allocating job responsibility
2. Evaluating the opportunity of each business unit and allocating targets as per that

Recruit develop and train team members to maximize productivity

Execute the right method of business acquisition in order get the profitable mix for the organisation

1. Scrutinise the business on regular basis and give the relevant information to superiors
2. Interact with the customers through welcome calls

Ensure Persistency targets as per the company norms so that renewals take place on time

1. Ensure achievement of profitability and persistency targets for the zone
2. Manage the renewal team & ensure adequate focus is maintained by the sales team on persistency.
3. Ensure that the business activities are carried out as per the compliance & regulatory guidelines laid by the company

Put in place checks and balances to control the quality of business

Relationship Management with key management of verticals within the bank to improve penetration

1. Manage relationships at the highest level in the channel partners organization and lines of business to ensure a continued beneficial relationship.
2. Identify the new opportunities and execute the action plan to have incremental business.

Identify innovative methods working with the relationship to enhance penetration of the database

Team Management

1. Ensure through continuous on the job training skill enhancement of team
2. Mentor supervise and coach the team.
3. Provide for on the job as well as classroom training for skill enhancement

Ensure periodic job rotation to give a higher exposure to the team members on all aspects.