Sales Manager TPD DCB Jeypore

Business

FinancialServicesHO

Unit

AB SunLifeInsuranceCoLtd

Location

CamacStreet Kolkata

Poornata PositionNumber of the job

Reports to:PoornataPosition No

Poornata PositionTitle of the job

TM-Sls-Phn Kolkata

Based-

Reports to:PoornataPosition Title

NHDeputy Kolkata

Chief

Mgr

Function

Sales& Marketing

Reports Function

to:

Sales& Marketing

Department

PhoneBased

Reports to:Department

PhoneBased

Date of Last

Updation/Approval

22-Feb-2019

2) Dimensions:

Business/SBU/UnitRevenue

-

BusinessWorkforce Number

UnitWorkforce Number

FunctionWorkforce Number

DepartmentWorkforce Number

Other Quantitative and Important Parameters for the Job: Budgets/ Volumes/No. of Products/Geography/ Markets/Customersoranyother

parameter

4) KeyResultAreas/Accountabilities:

KeyResult Areas/Accountabilities

Supporting Actions

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

1. Continuous interaction with the channel partners2. Mapping all the key decision makers and ensuring thatthe same information is shared with the superior 3. Aggressively downloading all the RnR activities runningby the organisation.

Executes smooth function of thesales and other processes in order to maximise business potential.

1. Communicate any process change or change in any rules and regulations by the help of different training module. 2. Ensure that actual sales and service aspects includingsalescallsissuanceandcomplainthandlingare carried out without any blocks

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

1. People Retention @ 90%levels to be maintained 2. Understanding the strength of the resource and depending on that allocating job responsibility 3. Evaluating the opportunity of each team member and allocating targets as per that 4. Recruit develop and train befilledwithina TAT of T15Days

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

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

1. Communicate with customers and2. resolve queriesas and when required to ensure that renewal takes place on time

5)Job Purpose of DirectReports:

Position Title

Job Purpose

Position No.

6)Relationships:

Relationship Type (InternalorExternal)

Frequency & Nature

Internal:

Support Executive s TrainersHR Issuance Coordinator Client ServiceFrequency: Daily Monthly As and When Required Daily As and When RequiredNature: To Log-in and receipting arranging trainings for the team as well as for the . To Ensurethe policiesareIssuedontime. Servicerelatedissues.

External:

Relationship Frequency: Daily Nature: Business

Developmentandto ensurethe smoothsailing

7) Organizational Relationships:

PositionthatItreports into

Positionanditspeers(NoP

4)

Position/sthatreportsinto(NoP

0)

NH Deputy Chief MgrKolkata

TM-Sls-Phn Based-KolkataTM Sales Manager Lukhnow TMSales Manager -NBB-Kolkata

TMSalesMngrHDFCNBB Kolkata

Declaration:This job description is a true reflection of the position

Job Holder

Reportsto Manager

Name

AnshumanPaul

SoumajitSengupta

Date of

Entry/Approval