TM- BH- DSF- Jaipur
Share
Job Location:
Monthly Salary:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Purpose
To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.
Job Context & Major Challenges
Job Context: To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.
Job Challenges: Performing despite unethical market practices prevailing in the market
Retention of the Quality Sales Force owing to stiff competition
Ensuring the quality of new advisors who are being introduced in to the system because its practically not possible to meet each and every advisor getting recruited.
Equipping the new advisors with proper knowledge owing to poor turnout in training programs
Key Result Areas
| KRA (Accountabilities) (Max 1325 Characters) | Supporting Actions (Max 1325 Characters) | |
|---|---|---|
| KRA1 | Plan sales strategies and achieve branch business targets in terms of number of agents productivity new premium persistency of business. | the market for emerging opportunities the presence of competition etc and plans for the progress of his branch in consultation with HO strategies include effective product mix tapping of potential customers contests and delivery of investment advisory to customers. implementation of the plans & monitor same to ensure success |
| KRA2 | Promote productivity of the field force through effective people management. | regular training of advisors and provide latest input given by company to them. with them the promotional infrastructure decided by company and have review of their progress in terms of competition activisation and club membership. good working habits for the force undertake productivity improvement drives organize specialized training programs etc. |
| KRA3 | Ensuring persistency of the business in order to ensure enhance business goals. | doing random quality checks on the business sourced to maintain desired persistency levels. post sales servicing are through in order to retain customers. |
| KRA4 | Inculcate a culture of financial discipline in the branch to have well control on revenue. | that strict control is maintained on the cash transactions in the branch. that budget is maintained on all capital and operating expenses incurred. |
| KRA5 | Ensure 100 % compliance in order to smooth running of the operation and enhance the productivity in the assigned branch. | process adherence at the branch regular update to the sales force /operation staff regarding changes in the Underwriting /IRDA Guidelines as well as Sales Process from time to time. |
| KRA6 | Drive sales promotional activities in order to achieve the business numbers. | and ensure implementation of different activities to promote sales & recruitment. with the concerned HO teams to drive central initiatives adequate promotional effort is delivered to existing and potential customers. |
| KRA7 | Recommend product and process improvement to the company to enhance efficiencies and customer satisfaction. | customer response to our products services processes and people and suggest innovations/ improvements/ changes in these areas. |
| KRA8 | Ensure effective administration of the branch to sustain smooth functioning and operations in a cost effective way. | that the general administration of the branch is as per requirement |
| KRA9 | Team Management | through continuous on the job training skill enhancement of team supervise and coach the team. for on the job as well as classroom training for skill enhancement periodic job rotation to give a higher exposure to the team members on all aspects. |
Required Experience:
Senior Manager
About Company
Discover a world of financial solutions at Aditya Birla Capital – your trusted partner for investments, insurance, loans, and a wide range of financial services in India.
