HDFC Sales - Location Head - Financial Services

Location Head - Financial Services

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 8-10 years of team handling experience & 15+ years of total experience

- Must have experience in selling Insurance product.

- Must have managerial experience.

- Good Communication Skills.

- Candidate should reside in the Western Line only.

- Candidates age should be up to 39 years.

- Candidate should have Insurance background.

- Candidates should have direct sales experience with business around 4-5cr per month.