Job
Description
Roles & Responsibilities: Business Target: Achievement of business targets (OM, penetration target, PE, NPE, etc.) for the team in terms of all insurance and other products as defined and agreed upon. Maintain 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). Ensure activation of team members as per activation definition. Monitor and analyse various reports like HL file reports, target Vs achievement reports, renewed & lapsed policy MIS, activation report, Weekly penetration, Open Market report, etc. Ensure proper customer profiling done by his team members and monitor PFRs towards maximizing the cross sell/ up-sell opportunity basis the need of the customer. Ensure appropriate processes defined are being followed by his team members, reports are being maintained and system updations / feedbacks on their business are completed in timely manner. Ensure fulfilment of smooth end-to-end process for every case sourced by the team. Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met. Team Management & Development: Provide direction to the team towards increasing their productivity. Manage and maintain a team of minimum 8 FSA LSE's or budgeted manpower by coordinating with the hiring partners. Conduct preliminary interview. Assist in the target setting for his/her team members. Conduct morning huddles with the team and ensure the process / reviews defined are adhered to. Ensure daily 2 customer calls with the FSA's (team members) to close business etc. While on a call with a team member, he/she needs to help and guide team members towards handling customer objections etc. Review of the activities and calls of his/her team members and guide them towards being productive employees in the system. Identification of top performers (FSA & HLE with Max Joint Calls) and felicitation on a location level. Initiate the training needs (inductions, sales training, certifications, etc.) as required for his team and to ensure the implementation of learnings/ training program for the same. Appraise the objectives and KPAs of each team member on a monthly basis. Ensure he/she gives appropriate feedback to all team members, identifies areas of improvement, initiates performance improvement plan and documents them. Relationship Building: Build professional relationship with the business stakeholders (HL, HDFC Limited, Insurance partners, Customers and hiring partners). Share joint call feedback and support of the HL executive with their respective mortgage counterparts and together work towards a partnership approach to maximize the business. Location: Bangalore Branch Kalyanagar Experience 3 - 5 years Salary Range As per industry standard Functional Area Team Leader -(NonTechnical) Employment Type Permanent Desired Candidate Profile MBA / Graduate with minimum 2 years of team handling experience. Candidates with a minimum of 3 to 4 years experience in selling Insurance products. Show more Show less
