Area Manager
Job Description:
Designation: Area Manager
Role/Functional Area: Area Manager
Location: Gujrat
Experience: 3 – 5 years
Roles & Responsibilities:
Business Target:
* Achievement of business targets (OM, penetration, PE, NPE,etc.) for the teams in terms of all
* insurance and other products as defined and agreed upon.
* Goal setting for the team in conjunction with the Team Leader and Sales Manager
* Review the team’s product mix across types of loans / value of loans (Eqt, Housing, etc.) and
* appropriate open market share for all products (PAR / ULIP / Non Par) as per defined by all
* constituents.
* Implement and audit of the various defined processes and practices.
* Ensure fulfillment of smooth end-to-end process for every case sourced by the teams.
* Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are
* met
* Coaching and Development:
* Enable the team members to reach maximum level of efficiency to improve professional and
* organizational effectiveness.
* Handhold the recruited FSA/ LSE by training them on product knowledge, software and
* processes.
* Work with the TM on NPE (non performing employee) and take corrective actions towards
* making them PE (performing employee).
* Devise PIP in consultation with SM to make them productive.
* Ensure low levels of attrition of the team members.
* Conduct exit interview for any resignee in the team.
* Performance Review:
* Track and analyze reports and MIS, review and implement performance sheets
* AM/ ASM along with TM should ensure that he/ she gives appropriate feedback to all team
* members, identify areas of improvement, initiate performance improvement plan and
* document them
* Relationship Building:
* Ensure smooth relationship building between ASM / AM and below levels of the mortgage
* vertical.
* Share relevant reports related to financial services with mortgage AM/ ASM and discuss areas of
* improvement between the two teams and work towards bridging the gaps between the two
* teams.
Certification and regulatory compliance:
- Ensure his/her team is compliant towards selling of various products by undergoing the training
and certification for IRDA, AMFI etc.
- Ensure the right quality of business being sourced.
Desired Candidate Profile:
* MBA / Graduate with minimum 3 years of team handling experience.
* Must have experience in selling Insurance product.
* Must have managerial experience.
Key Skills :
Company Profile
It caters to the varied needs of a diverse set of customers, ranging across retail and HNIs. We offer customized solutions in the areas of Mortgages, Life Insurance and General Insurance. Delivering long-term value demands powerful tools as well as deep insights. We have always tailored our investment strategies and solutions to focus on protecting and growing our clients’ wealth. Distribution is focused on building close and lasting relationships with each of our clients
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