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Deputy Manager-Deputy Manager Financial Servic / Team Leader ( Insurance Sales )

4.00 to 9.00 Years   Mumbai City   15 Dec, 2022
First Solution Hiring For Deputy Manager / Team Leader ( Insurance Sales )
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 3.5 - 8 Lakh/Yr
IndustryInsurance
Functional AreaSales / BDSales Support / MIS
EmploymentTypeFull-time

Job Description

    Job descriptionDesignation: Deputy Manager Financial ServicesLocation: Mumbai,THANE,AHMEDABAD,SURAT,PUNE,INDORE,Nagpur.Experience: 3 - 5 yearsSalary: As per industry standardRoles & Responsibilities:
    • Business Target:
    - Achievement of business targets (OM, penetration target, PE, NPE, etc.) for the team in terms of all insurance and other products as defined and agreed upon.- Maintain the teams product mix across types of loans / value of loans (Eqt, Housing, etc) and appropriate open market share for all products (PAR / ULIP / Non Par).- Ensure activation of team members as per activation definition.- Monitor and analyse various reports like HL file reports, target Vs achievement reports, renewed & lapsed policy MIS, activation report, Weekly penetration, Open Market report, etc.- Ensure proper customer profiling done by his team members and monitor PFRs towards maximizing the cross sell/ up-sell opportunity basis the need of the customer.- Ensure appropriate processes defined are being followed by his team members, reports are being maintained and system updations / feedbacks on their business are completed in timely manner.- Ensure fulfilment of smooth end-to-end process for every case sourced by the team.- Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
    • Team Management & Development:-
    • - Provide direction to the team towards increasing their productivity
    - Manage and maintain a team of minimum 8 FSA + LSEs or budgeted manpower by co-ordinating with the hiring partners- Conduct preliminary interview- Assist in the target setting for his/her team members- Conduct morning huddles with the team and ensure the process / reviews defined are adhered to.- Ensure daily 2 customer calls with the FSAs (team members) to close business etc.- While on a call with a team member, he/she needs to help and guide team members towards handling customer objections etc.- Review of the activities and calls of his/her team members and guide them towards being productive employees in the system.- Identification of top performers (FSA & HLE with Max Joint Calls) and felicitation on a location level- Initiate the training needs (inductions, sales training, certifications, etc.) as required for his team and to ensure the implementation of learnings/ training program for the same.- Appraise the objectives and KPAs of each team member on a monthly basis- Ensure he/ she gives appropriate feedback to all team members, identifies areas of improvement, initiates performance improvement plan and documents them.
    • Relationship Building:
    - Build professional relationship with the business stakeholders (HL, HDFC Limited, Insurance partners, Customers and hiring partners)- Share joint call feedback and support of the HL executive with their respective mortgage counter parts and together work towards a partnership approach to maximize the business.Desired Candidate Profile
    • MBA / Graduate with minimum 2 years of team handling experience
    • Candidates with a minimum of 2 to 3 years experience in selling Insurance product.
    Thanks & Regards,Pooja DubeyFirst SolutionRecruitment ConsultancyMobile: +91 hidden_mobileOff: No. : hidden_mobileEmail:comWebsite:www.firstsolution.in

Keyskills :
insurance salesmicro insurancebanca salesbancassurancedeputy manager financial servicessenior associate managerfinance sales

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