Manager at Sampanna Consulting
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Head - Telesales - Bank (5-10 yrs)
The ideal candidate is expected to deliver the monthly team/unit revenue plan across products lines viz. Insurance, Investment and Forex along with servicing clients from the base
Core Responsibilities :
Business Drivers :
- Conversations per day per Rm
- Meetings - (Fresh + FUP)
Investment Drivers :
- UCT
- DMF Activation
- Digital transactions
- SIP
- Mobilization
Insurance Drivers :
- AIA
- AMHI
- RSA
- Premium Goals
- Forex - I NTF activation
Day-to-Day Responsibilities :
- Driving effective client base coverage across the base
- Ensuring adherence to operating, legal & regulatory standards as applicable to the business. Viz. CDD/AML/NESS/APF/NSDL/AIR etc.
Key Deliverable :
- Meeting line wise business plan for the year
- Managing compliance and controls across the team
Certifications :
- NISM Demat/MF
- IRDA (LI/GI)
- Internal certification as applicable to solicit sales
- Supervisory training
Skills :
- Team Management
- Sales Management
- Operations Management
- Client Relationship Management
MBA is Mandatory
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
