HDFC Sales job opening | Deputy Manager Financial Services

Job description
Roles 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 LSE's or budgeted manpower by coordinating 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 FSA's (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 counterparts and together work towards a partnership approach to maximize the business.

Location:

Bangalore

Branch

Kalyanagar

Experience

3 - 5 years

Salary Range

As per industry standard

Functional Area

Team Leader -(NonTechnical)

Employment Type

Permanent

Desired Candidate Profile
• MBA / Graduate with minimum 2 years of team handling experience.
• Candidates with a minimum of 3 to 4 years experience in selling Insurance products. Read more