Banking Hiring ||Team manager || Insurance @ O3 Hire

Job Description

Desired Background : MBA / Graduate with minimum 1 - 2 years of team handling experience

KPA && Activities

1. 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 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) as per
defined by all constituents.
Participate in the morning huddles with the team and audit on completion of the DSR/
Sales diaries etc.
Implement and audit of the various defined processes and practices.
Disseminate information with respect to business (product changes, process change,
incentive update,etc.) within the teams.

2. Coaching and Development:

Enable the team members to reach maximum level of efficiency to improve professional
and organizational effectiveness.
Ensure daily 1 customer call with the FSA / team member to check the progress of a team
member in terms of their customer handling skills
Handhold the recruited FSA/ LSE by training them on product knowledge, softwares 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 mapped to him and support the TM

3. Performance Review:
Track and analyse reports and MIS (Business MIS, Certification MIS, Incentive MIS,
etc.)
Review and implementation of performance sheets in conjunction with team managers

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.
AM / ASM along with the TM should share progress with respect to the KRA's with the
team members, review and appraise objectives / KRAs every month.
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

4. 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

5. 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.
Ensure the right quality of business being sourced.
Functional Competency

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Keyskills:   insurance sales team leading team management bfsi nbfc sales manager manager assistant manager