Client Engagement Manager at TalenSys
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Regional Business Head - Sales - Insurance (7-10 yrs)
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]