Sales Manager
- Tata AIA Life
- 1 to 5 Yrs
- Mohali, Chandigarh
- 4 years ago
- Email to a friend
- Report this job
Job Description
Job Title: Sales Manager (Agency Channel)
Job Description:
Organizational Relationships
Reports to Direct
Regional Manager
Job Dimensions
Geographic Area Covered
City / Area specific as advised
Stakeholders - Internal
Agency Sales
Stakeholders - External
NA
Key Result Areas
Distribution Deliverables
Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical.
Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated.
Achieve sales targets on issued FYP as per budgets informed.
Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives.
Implement Needs based Selling and Activity Management processes among FPOs.
Ensure Goal sheets and performance review process is in place within timelines.
Support the business planning and implementation process for the business with the Manager.
Submission for required reports as per the time lines.
Review with Regional Manager as per agreed periodicity.
Business Results
Monitor and evaluate achievement of targets against the following parameters:
Issued FYP/
Productivity per FPO
Case rate
Average Case Size
Activity Ratio
Attrition.
Monitor, control & evaluate the activity of the FPO/ WMC through Activity Management System and Lead Management System.
Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team.
Meeting service related goals and achieve renewal, reinstatement and resulting Persistency objectives for the team of FPOs.
People Development
Enable superlative performance standards through alignment of the team with the organizations objectives as communicated from time to time.
Ensure clear communication of the overall strategies and drive ownership on goals and objectives.
Develop the competencies of the FPOs/ WMCs.
Observe & demonstrate skills & knowledge with the FPOs/WMCs
Customer Relationship Management
- Engage regularly with the allocated orphan /newly acquired customers to ensure higher retention, customer satisfaction and continued relationship.
- Follow up on CMG offers made through DM /other media as advised.
- Ensure all customers are serviced to the standards set up.
Code of conduct and ensuring compliance of statutory norms
- Adherence to the code of conduct by the entire FA team
- Conformation to all financial and administrative systems.
- Ensure compliance with TALIC norms for the Branch
- Compliance with all statutory and regulatory norms.
Risk
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes
Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate (MBA or relevant degrees)
Experience @ TALIC
Minimum 3 5 years of Sales Management experience.
Minimum 2 3 years of Sales Management experience.
Employement Category:
Employement Type: Full timeIndustry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Sales Manager
Contact Details:
Company: Tata AIA LifeLocation(s): Mohali, Chandigarh
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