Deputy Manager- Financial Services
Deputy Manager- Financial Services
Posted on :
23-04-2025
Employer Active
1 Vacancy
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Job Description
Roles & Responsibilities:
Business Target:
Achievement of business targets (OM penetration target PE NPE etc. for the team in
terms of all insurance and other products as defined and agreed upon.
Maintain the teams product mix across types of loans / value of loans (Eqt Housing etc)
and appropriate open market share for all products (PAR / ULIP / Non Par).
Ensure activation of team members as per activation definition.
Monitor and analyse various reports like HL file reports target Vs achievement reports
renewed & lapsed policy MIS activation report Weekly penetration Open Market report
etc.
Ensure proper customer profiling done by his team members and monitor PFRs towards
maximizing the cross sell/ upsell opportunity basis the need of the customer.
Ensure appropriate processes defined are being followed by his team members reports are
being maintained and system updations / feedbacks on their business are completed in
timely manner.
Ensure fulfilment of smooth endtoend process for every case sourced by the team.
Ensure all desired matrix and business composition (persistency funded nonfunded etc.
are met
Team Management & Development:
Provide direction to the team towards increasing their productivity
Manage and maintain a team of minimum 8 FSA LSE's or budgeted manpower by co
ordinating with the hiring partners
Conduct preliminary interview
Assist in the target setting for his/her team members
Conduct morning huddles with the team and ensure the process / reviews defined are
adhered to.
Ensure daily 2 customer calls with the FSA's (team members) to close business etc.
While on a call with a team member he/she needs to help and guide team members
towards handling customer objections etc.
Review of the activities and calls of his/her team members and guide them towards being
productive employees in the system.
Identification of top performers (FSA & HLE with Max Joint Calls) and felicitation on a
location level
Initiate the training needs (inductions sales training certifications etc. as required for his
team and to ensure the implementation of learnings/ training program for the same.
Appraise the objectives and KPAs of each team member on a monthly basis
Ensure he/ she gives appropriate feedback to all team members identifies areas of
improvement initiates performance improvement plan and documents them.
Ensure he/ she gives appropriate feedback to all team members identifies areas of
improvement initiates performance improvement plan and documents them.
Relationship Building:
Build professional relationship with the business stakeholders (HL Insurance
partners Customers and hiring partners)
Share joint call feedback and support of the HL executive with their respective mortgage
counter parts and together work towards a partnership approach to maximize the business.
Employment Type
Full Time
Key Skills
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