NATIONAL HEAD - FINANCIAL SERVICES - MUMBAI

Reports to the CEO

MANDATE : National Head with prior experience in Insurance products (both General & Life Insurance) . MUST BE WORKING AT NATIONAL SALES HEAD LEVEL.

- Preference to MBA from GOOD INSTITUTE.

Sales and Distribution:

JD :

- Design and implement various sales strategies to enhance productivity.

- Budget/target setting and achievement of assigned targets and generating revenue for the organisation through sales and distribution of Financial products such as Insurance, Mutual Funds, Fixed deposits etc for each location.

- Explore business opportunities through study of various distribution models and implement a model that supports efficiency across the financial market network.

- Expand the product offering through the vertical.

- Enabling business growth by developing and managing a team of Regional Managers, Territory Heads and Frontline sales across the country for deeper market penetration and reach.

- Ensure high level of customer service orientation and maintaining healthy business standards.

- Achieve overall profitability of the vertical in line with the organisational goals.

Business Operations :

- Review and report the team performance and operational statistics.

- Design effective incentive plans for the team and periodic review of the same

- Ensure high motivation amongst team by various means such as Rewards & Recognition, campaigns & contests

- Managing partner/ group company relations.

Manpower management:

- Manpower recruitment and planning as per the budget, location wise and across departments.

- Responsible for team management, retention, performance and productivity across departments of the BU.

Process design and implementation:

- Ensuring a process and system of operational controls being introduced, maintained & continually improved across various functions viz. Sales, Operations, Customer Service, etc.

- Deftness in implementing processes in line with the planned cost and productivity

System Management:

- Give key inputs in the development of various IT & software related systems for the vertical.

- Will play a pivotal role in CRM implementation and management

Compliance & Governance:

- Ensure compliance on all regulatory aspects across products.

- Ensure certification of the team to comply with the regulatory framework.

Kindly share profiles indicating Current CTC, Expected CTC, Notice period.

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