Area HEAD - Bancassurance Sales @ Sri Hr And Integrated

Job Description

Job description

Planning

• Undertake planning for achieving sales targets for the cluster
• Develop sales targets for the branches within the cluster
• Ensure monitoring and analysis of the performance of each branch in the cluster against identified targets
• Implement incentive schemes for bank employees within the cluster

Strengthen relationships with Branch Managers/ CROs of the partner banks

• Manage & enhance relationships with the Branch Managers/ CROs of the partner banks
• Engage all the employees of the bank branches in insurance sales
• Maintain clear communication with the Branch Managers of the partner banks

Sales growth and cost management

• Ensure achievement of sales targets for the cluster
• Ensure successful launch of new products and marketing promotional

campaigns within the Cluster

• Review monthly sales targets and performance of Business Managers/ CROs and discuss with Business managers/ CROs the backlog, customer feedback, and other insights from the field force

• Effectively manage overheads and thus ensure reduction of cost of operations for the cluster.

Customer satisfaction and retention

• Monitor satisfaction of the clusters customers through a customer satisfaction index based on parameters such as customer complaints

People Management

• Develop the recruitment and training plan for the Business Managers in line with the overall recruitment & training plan and ensure recruitment and training of the team as per the plan
• Resolve any issues related to the Business managers/ CROs
• Ensure CROs meet their training requirements
• Ensure employee satisfaction and motivation in job responsibilities. 

Key Performance Indicators

QUALITATIVE

Relationship with CROs/ Branch Managers/ Regional Managers

• Training Business Managers, CROs
• Providing support to branches/ CROs by coordinating with BL&G functionaries at HO
• Relationship with Group leadership
• Quality of proposals sourced from the branches

QUANTITATIVE

Clusters Sales Target achievement

Clusters profitability achievement

Clusters Sales force productivity

Clusters Branch productivity

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Keyskills:   overall administration team management business development target planning leadership skills training skills