Cluster Business Manager - Defence Channel

ROLE PROFILE TEMPLATE Canara HSBC Life Insurance Company Limited 16-01-2017 Role Profile Date: Job Code: Role Title: Cluster Business Manager -Defence New or Existing Role? Role Holders Name - New -Yes Existing Line Managers Name & Role Title: RUH- Defence Job Code: Functional Line Manager(s) Name(s) & Role Title(s)- AVP- Defence Channel Job Code(s): Business/Function Gurgaon(HO) & Location: Role Purpose (overall high level summary of the role) The role is to create a team of outstanding sales executives and effectively lead, manage and coach them towards achieving sales targets in defence channel. The role is to liaise with defence staff and evaluate and act towards generating business by providing insurance solution to defence staff Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures Impact on the Business / Function [COMPLETE 3-4 AREAS] • Daily monitoring with all Teams (Relationship Managers) about • Plan daily goals both for the team as well as individually & work towards achieving them. yesterdays performance todays targets. & • • • • • Hiring of the Sales team. • Premium per executive, per week Conversion rate, Product Mix persistency, retention of team and a high % of executives exceeding planned productivity standard Managing sales in a result-focused environment. Making effective sales presentations and closing deals. Identifying potential customers and new business opportunities. Constantly liaising with other departments for smooth functioning. • • • • • • Maintaining own awareness of product in order to sell effectively. • • Identify competency gap and scheduling of refresher training. Maintaining daily, weekly & Monthly MIS

ROLE PROFILE TEMPLATE Canara HSBC Life Insurance Company Limited Customers / Stakeholders [COMPLETE 3-4 AREAS] • • Timely response to internal and external queries. • • • • Understands own role and how it relates to team and the final outcome of any endeavor. Leadership & Teamwork [COMPLETE 3-4 AREAS] • • To work effectively and consistently as part of a team To improve over all team performance • • Lead, coach and motivate a team that collaborates effectively across functions in the Company to achieve desired results Creating an environment where people want to do great work by motivating staff, demonstrating teamwork by giving subordinates greater ownership and autonomy to deliver objectives and continuously upgrade team caliber Operational Effectiveness & Control [COMPLETE 3-4 AREAS] • • Major Challenges (The challenges inherent in the role that require a continual test of the role holders abilities) • Sales Target delivery Role Context (The environment and operating conditions of the role including the extent of guidance and authority)

ROLE PROFILE TEMPLATE Canara HSBC Life Insurance Company Limited • Create a team of outstanding sales executives and effectively lead, manage and coach them towards achieving sales targets • • • • • • • • • Plan daily goals both for the team as well as individually & work towards achieving them. Managing sales in a result-focused environment. Deliver sales numbers. Making effective sales presentations and closing deals. Identifying potential customers and new business opportunities. Constantly liaising with other departments for smooth functioning. Maintaining awareness of competition products in order to sell effectively. Identify competency gap and scheduling of refresher training for team. Maintaining daily, weekly & Monthly MIS Management & Leadership of Regulatory, Compliance & Operational Risk (Operational Risk / Control requirements) Report any operational risk or operational risk loss to the line manager and the Risk & Control team immediately if the jobholder becomes aware of emerging or inadequately controlled operational risk or identify an operational risk loss in accordance with Companys Risk policy. Observation of Internal Controls (Compliance Policy / Control requirements) Maintain and observe Company's internal control standards, implement and observe the Company's Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators. Foster a compliance culture and implement the Compliance Policy by managing compliance risk and optimising relations with regulators Role Dimensions (e.g. Revenue targets etc. in INR000) • Target lined to FOS productivity. Headcount reporting to this role (All staff in the dept/section, including direct & indirect subordinates. Do not include dotted/functional reportees headcount here.) Direct: Indirect: 6-8 0 6-8 Total: Dotted/functional reportees to this role, if any (state title of the job): Knowledge & Experience / Qualifications (For the role not the role holder. Minimum requirements of the role.)

ROLE PROFILE TEMPLATE Canara HSBC Life Insurance Company Limited B. University (BA) or (BS) A. Two years or less C. Post Graduate (Masters) B. Two to three years C. Three to ten years D. Over ten years [COMPLETE] Organizational Chart (Insert or attach the high level organization chart of the department plus the detailed sectional organization chart showing where this job sits in the overall structure, its reporting line, its peers and subordinates, if any, bearing job title and job code.)