KEY RESPONSIBILITIES:
Identify, interview and select sales executives with support from
HR.
To meet the following productivity measures for the unit:
Premium per executive, case rate, persistency, retention and a
high % of executives exceeding planned productivity standards
Exceed revenue targets
Undertake joint field work with executives and
observe/demonstrate successful selling skills
Conduct Fortnightly performance review (PRP) with executives
Help executives use the GOLD system for maximizing business
from a given target market
Supervise daily activity plan of all executives to ensure that
these are being fulfilled as per the desired levels
Ensure that all executives under supervision perform 100% as
per the company’s rules and regulations wrt. Need based
selling, Compliance and Customer service
Effectively manage, track and convert leads provided by the in-
house telemarketing unit.
Engage with customers to provide quick response to customer
queries, provide customer service.
Assist in Direct customer service policyholder’s complaint
MEASURES OF SUCCESS:
Target Achievements (Adj. AFYP, NOP, % Penetration in
assigned book of relations of team & Product Mix)
Team G3 standard productivity (mainly case rate, case
size & Collections) and % of executives consistently
achieving G3 standards.
Retention of Team
Persistency of Portfolio
Process Compliance
Timeliness & accuracy of reports
% Collection (Plan Vs Actual)
Complaint Resolution /Customer satisfaction
Self Development:
Induction/Certifications/Trainings/Completion of Licensing
DESIRED QUALIFICATIONS AND EXPERIENCE:
Graduate preferably with an MBA degree
Min. 5-7 years experience in handling of Sales Reps/Agents/DSAs.