Job Description:Job DescriptionA Position OverviewPosition Title Territory Sales ManagerDepartment HDFC Bank –Branch BankingLevel/ Band KAM as per PD sankalpRole Summary: Dual responsibility of direct sourcing as well as team management.- Interact with Bank’s cluster head & bank employees and manage them on daily basis- Branches directly mapped to him/her.- Manage RMs mapped to him to help them achieve sales targets- Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team,maintains & drives compliance at the zone.B Organizational RelationshipsReports To Circle ManagerSupervises RMsC Job DimensionsGeographic Area Covered Zone/sStakeholders Supervisors, RMs, Ops, UnderwritingInternalExternal Bank – Channel PartnerD Key Result AreasInteract with Bank branch ∙ Provide guidance &support to Bank’s employee, TATA AIA RMs andemployee, Bank’s Cluster all stakeholders in terms of submissions, issuance , pending resolve etcHead to help them achieve ∙ Maintain good relationship with Bank’s Cluster Head - interact withhim regularly to assess business status. Take help from them to push &sales targets & , whilemotivate them to maintain productivityensuring that the∙ Maintain persistency by monitoring case size & healthy product mixpersistency & productivity∙ Ensure that they are meeting their team targets as well asis maintained individual sales targets∙ Managing the relationship between internal team and channel partner soas to foster sales for the company and mmaintain utmost levels ofresponsiveness to requirements from the Channel PartnerEnsure Recruitment is as ∙ Regularly interact with HR to ensure that recruitment is as per planper plansMonitor the performance ∙ Ensure that RM’s meet their respective targets which will promote themof RMs to promote them to to the next levelthe next levelJob DescriptionMaintain & drive ∙ Ensure adherence to SOPs & sales processes & instigate disciplinarycompliance at the zone action against those fond breaching themTop Line Growth/Business Achievement of NB Premium target, RM Activation and Product mixEnablementBusiness Enablers Sales activity management, renewal collection, and high level relationshipmapping with bank staff (very important)Risk ‘Own-up’ the risk of the function by developing a risk aware culture throughparticipation in measurement, analysis and mitigation of risks associated with therespective function. This includes development of risk response processes,participation in contingency and business continuity programs and reporting ofemerging risks with potential impacts. Also respond to risks highlighted byemployees through formal / informal mechanisms and advice on various riskmanagement issues within the organization and provide feedback. Participate inimplementing risk mitigation plan through optimum resource allocation,monitoring and reporting on status.E Skills RequiredTechnical ♣ Good Knowledge of MS OfficeBehavioralEssential DesiredInterpersonal skills ∙Communication skills ∙Creative thinking skills ∙Supervising/Leadership skills ∙Teamwork Skills ∙Influencing skills ∙Relationship Building skills ∙Decision making skills ∙F Incumbent CharacteristicsEssential DesiredQualification Graduation Management background preferredExperience Should have at least 6years’experience of banca sales with atleast 2 years’ experience inleading teams.. The incumbent also preferablyneeds to have knowledge of retailsales in the insurance parlance.About Company:Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.
