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09/07 Gunjan Pathak
Client Engagement Manager at TalenSys

Views:5 Applications:8 Rec. Actions:Recruiter Actions:0

Regional Business Head - Sales - Insurance (7-10 yrs)

Karnataka Job Code: 334251

Role Title : Regional Business Head - Retail (Canara) Role

Job Code :

New or Existing Role? 1 New -Yes 0 Existing
Job Code :

Functional Line Manager(s)' Name(s) & Role Title(s)

NBH- Sales Retail Job Code(s):

Business/Function & Location :

(Country/Department) Multiple Location

Role Purpose (overall high level summary of the role)

- The role is to create a team of outstanding CBM/CBH and effectively lead, manage and coach them towards achieving sales targets.

Principal Accountabilities : Key activities and decision making areas Typical Targets and Measures

Impact on the Business/Function [Complete 3-4 Areas]

- Plan daily goals both for the team as well as individually & work towards achieving them.

- Hiring of the Sales team.

- 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 - Daily monitoring with all Teams (Relationship Managers) about yesterdays performance & today's targets.

- Premium per executive, per week

- Conversion rate,

- Product Mix

- persistency,

- retention of team

- and a high % of executives exceeding planned productivity standard


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] :

- 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

- To work effectively and consistently as part of a team

- To improve over all team performance

Operational Effectiveness & Control [Complete 3-4 Areas] :

- Major Challenges (The challenges inherent in the role that require a continual test of the role holder's abilities)

Sales Target Delivery :

- Role Context (The environment and operating conditions of the role including the extent of guidance and authority)

- Create a team of outstanding Sales Managers 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 Company's 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 INR'000) :

- Target lined to FOS productivity & ASMs Performance of their region.

Headcount reporting to this role :

(All staff in the dept/section, including direct & indirect subordinates. Do not include dotted/functional reportees headcount here.) Direct: 6 Indirect: 40-50 Total: 45-55 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.) :

- University (BA) or (BS)


- Post Graduate (Masters)

- Two years or less


- Two to three years


- Three to ten years 0 D. Over ten years [COMPLETE]

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