17 Channel Head Jobs

Job Purpose Plan, organise & manage all activities to drive Retail Sales through assigned channel (IFA channels) in the branch to increase AUM, market share, quality and profit potential of assets. Job Context & Major Challenges Key challenges : 1.Ensuring top-of-mind recall for our schemes from within extensive bouquet of products available with distributor base 2.Identifying suitable resources from other industries and motivating them to join our industry. 3.Maintaining high rate of activation across all channels Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 Achieving and exceeding AUM & Market Share targets through targeted sales activities -Driving sales of different products by keeping regular connect with all the distributors at all important levels (senior mgt and branches) -Trainings/ presentations of products -Events, contests to push sales -Conducting distributor engagement programes KRA2 Managing and maximizing business from Client Relationships through prompt service -Meeting distributors on a regular basis -Disseminating updates and other product related information timely -Efficient and timely after sales support -Database Maintenance & updation to ensure effective communication KRA3 Undertaking Business Development activities including marketing support to clients/distributors -Provision of publicity material and other literature to distributors on time -Designing & implementing various events, contests & promotional activities -Coordinating for the product s advertisements in publications and literature produced by the distributors. Ensuring visibility in the branches of distributors through different mediums. KRA4 Monitoring Compliance to enable high alignment with systems and practises -Ensuring that all statutory regulations related to information sharing, application processing, & publicity are complied with. KRA5 Planning and overseeing activities aimed at expanding the distributor base to achieve business results -Activation of dormant relationships -Empanelment of new distributors and initiating business with them KRA6 Managing and monitoring team members for better productivity -Facilitating regular training, guidance and development of team members -Ensuring AMFI Certification of team members -Monitoring performance of RM s on monthly basis and take corrective measures if achievement deviates from the required achievements. KRA7 Providing relevant reports to management Furnishing relevant sales reports to Regional & Zonal Head

The role requires an enterprising attitude, ability to influence and impact without direct authority and ability to hack growth along with distribution channel heads. The incumbent will be anchored with respective channel heads of Max Life and will be empowered resource to manage all Product Mix and Strategic Product conversations with assigned channel. The incumbent will lead all Product and Category conversations and closely work with channel enablement team to ensure end to end closures b/w Products, Distribution and FP&A. KEY RESPONSIBILITIES Enabling Profitable Growth for the Distribution Channel (30%) Product mix ownership for each channel with sharp focus on profitable product variants Detailed understanding of various verticals within each channel, their drivers of business and guide team to create propositions for driving the product mix aligned to channel plan Strategic Interventions every Quarter on Product mix sensitization WHY and seed critical Product stories, including product experience discussions. Continuous analysis on Structural Profit variance for the channel and recommend strategies/tactics to course correct Present the propositions/storyboard in the quarterly/monthly webcasts conducted by respective channel head aligned to Product Mix strategy Market Intelligence and Competition benchmarking for key product launches Go To Market and Capability Enhancement of Ecosystem (30%) Curate Go to Market strategies (along with Marketing and Channel leader) for new products being launched in the channel (One Key launch per Quarter) Point of Contact for the Distribution Channel for all key New Product Closures and Business Case creation/sign off End 2 End thinking to create and execute programs to enhance product capabilities for each channel. Leverage technology to create tools to resolve basic/repetitive product queries Identify and create product experts at regional/zonal level to resolve queries End 2 End accountability of implementation of Minor Modification for channel specific requirements Ears 2 Ground & Channel Capability Building (20%) Create and implement a structural program to understand field requirement/feedback on existing and upcoming propositions. Leverage channel enablement team to identify the panel and regular participation People management& capability building (20%) Coach and mentor team members for capability building across Strategic thinking, New Product Ideation, Product Channel engagement Measure of Success Value of New Business for allocated channels Product Mix for allocated channels Protection & Annuity Penetration within the channel sales Head of Distribution/Channel Head feedback Timely and Impactful Product Launch (end 2 end thinking) New to Max Life Product Ideas deployed Key competencies/skills required Excellent Storyboarding skills Strong networking orientation Strong negotiation skills Sharp analytical orientation Collaboration Deep understanding of Various Financial Products Experience Post Graduate from a premier business school Minima - 8+ years preferably in BFSI Key Stakeholders Channel heads Channel training heads Marketing Technology Underwriting Legal & Compliance

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. Position Overview Position Title Regional Manager Department YES Bank -Branch Banking Level/ Band Manager Level/401 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Zonal Sales Manager Supervises KAM Job Dimensions Geographic Area Covered Circle Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Arrange various contests & events for the sales team as well as the customers Communicate all marketing and <

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. Position Overview Position Title Regional Senior Manager Department YES Bank -Branch Banking Level/ Band Senior Manager Level/501 Role Summary : - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. B. Organizational Relationships Reports To Zonal Sales Manager Supervises KAM/RM Job Dimensions Geographic Area Covered Circle Stakeholders Internal Training Product Management Marketing Branch Operations Distribution Operations Stakeholders External Channel Partner C. Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/cluster Develop joint business and implementation plans with branch manager Interact regularly with Sales/ operations team to set targets & achieve required sales Initial grooming of the RMs in presentation & selling skills Make joint calls with sales team, if required during the initial months Accompany the sales team on calls with high-ticket clients Build up and maintain solid relationship and rapport with partner s district managers, branch managers and all frontline sales Training of the sales team Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc. To train the RMs on Presentation and Selling Skills Monitor sales & provide support

Job Purpose Job Brief/Expectations: The role is responsible for conceptualizing & driving BSLIs Sales and Distribution Strategy for Bancassurance Relationship in an Open Architecture. The role requires a very deep understanding of Banks core functioning and business model so that he should be able to identify the opportunities available for cross sell of Life Insurance. The role requirement also includes an in depth understanding of the Bancassurance channel so that aligning the bank on Insurance company s objective should not be a challenge. The other key demand of the role will be doing business planning and numbers projection basis a deep analysis of the banks various business verticals, their business models, their existing customer base, their touch points with the bank, Relationship value of these customers, relationship vintage, number of resources deployed by the bank to cater to the need of these customers and the geography. All this needs to be done not in isolation but keeping in mind the industry performance as a benchmark. Sales Management & Development Prepare, monitor & control channel budgets and define business targets 1. To manage P&L for the channel along with channel head and ensure course corrections and risk mitigations strategies are implemented in a timely manner. 2. To lead development of performance management systems for channel including SP, incentives and KPI s. 3. Initiate and implement corrective action basis various underlying trends of the MIS s. 4. To continuously review Sales processes and improvise them basis evolving business needs. 5. Continuously evaluate existing channel structure and identify optimum Man power requirement basis evolving regional and central needs. 6. Interact regularly with sales team for sales review, feedback and implementation of initiatives. 7. To implement development of Analytics engine for the channel. Budgets 1. Liaison with the organization & sales leadership to understand business 2. plans and accordingly help in creating a roadmap for the budget for the year. 3. Conduct Impact Analysis of existing & new initiatives on the budget & creating provisions for the same. Discuss & prioritize items on budget basis discussion with sales leadership/sales vertical heads. Relationship Management Sales Automation Alternate Business Strategy and Development Training and Productivity Team Management 4. Finalization of the Budget taking into account trends, existing or potential issues and opportunities in coordination with the sales leadership. Targets/KPIs 1. Analysis of data basis past trends, market /regulatory conditions on various business parameters and benchmark competition performance basis locations/vintage/FLS behaviour/market condition to arrive at business targets. 2. Finalization of the KPIs for all roles in Bancassurance across country with the help of Sales leadership. 3. Publication of periodic dashboards and suggestions for corrective measures to the field force to cover up the gap on various business levers. 4. Monitor compensation pay-outs every month to track influence on following parameters: a. Retention b. Productivity c. Earning potential 5. Ensure the compensation and career progression is such which has long lasting impact on the field force and acts as a retention tool 1. Co Creating unique business models with the bank so that we have an edge over competition 2. Lead the bank towards implementation of BSLI s business strategy 3. Create Quality benchmarks of performance so that bank values the BSLI way of working 1. Evaluating ongoing processes & various tools, portals, communication triggers for sales team support. 2. To identify and implement projects to cater to evolving needs of the channel. 3. To implement and drive critical IT initiatives 1. To identify and develop Alternate Business Strategies and avenues for channel. 2. To liaison with other functions to develop cross-functional business projects. 3. To lead the implementation of business models along with channel head. 1. To co-own training architecture along with Channel Head and Training Head. 2. To liaison with Training team in implementation of training architecture. 3. Liaise with training team to arrange regular training sessions on different products and to improve sales teams selling capabilities. 1. Optimize employee talent and expertise. 2. Ensure adequate training, development opportunities and career planning is established for the team. 3. Motivate the team and maintain employee satisfaction at optimal levels.

Main Tasks : Develop and implement a channel partner recruitment and retention plan that aligns with our business goals and vision - Negotiate and manage contracts, agreements and incentives with channel partners - Provide training, support and guidance to channel partners and branch staff - Monitor and evaluate channel partner and branch performance, and provide feedback and recommendations for improvement - Coordinate with other departments to ensure smooth collaboration and communication with channel partners and branches - Identify and resolve any issues or challenges that may arise in the channel partner and branch network - Report on channel partner and branch activities, results and feedback Areas of Responsibility : Proven experience as a Channel head Branch Development executive or similar role in the banking or financial services industry - Excellent leadership, communication and interpersonal skills - Strong negotiation, problem-solving and decision-making skills - Ability to work independently and as part of a team - Ability to travel frequently and visit channel partners and branches - Bachelors degree in business administration, marketing, finance or a related field

Channel Head II Location: Bangalore Experience: 8-13 years Main Tasks Oversee the entire Gold Loan from Home end-to-end process and ensure a high level of customer satisfaction in their territory Responsible for business performance and profitability against stated targets and achievement of overall business goals in their territory Areas of Responsibility Monitor and Control: (i) Daily monitoring of critical parameters of performance; (ii) Implement and facilitate business development strategies Responsible for GLFH disbursal numbers and values targets Monitoring and ensuring Operational efficiency and Asset quality in GLFH by educating employees to adhere to systems & procedures Market study: Identify and assess market needs and market potential KRA Achievement of overall business goals Ensuring seamless operation of Gold Loan from Home including timely resolution of issues Establish and maintain a high level of customer satisfaction ExcitedSo are we! Apply now to be a part of our incredible workforce!

Job Description A Job Specification 1 Company Name : Muthoot Fincorp Limited 2 Position / Designation : Channel Head - Alternate Channel 3 Grade : MM5 4 Employment Type : All Employment Type 5 Reporting to Designation & Grade : Head - Alternate Channel 6 No. of Reportees, Designation & Grade : 50 Business Development Executive 7 Main Tasks & Areas of Responsibility : Leads the business development team and oversees the growth and expansion of the company. They are responsible for finding new clients, developing new markets, and creating new business opportunities for the company. Some of their main job roles are: Recruitment and development of BDE Developing and implementing a business culture and helping the BDE to generate new leads through activities and Eco System Partner enrolment etc,. Help the BDE to build and maintain a list of prospective clients and leads. Conducting market research and competitive analysis to identify new trends and opportunities. Arranging and attending business joint visit with BDEs Communicating with the sales team and business managers to coordinate and align sales efforts. Help the BDE to update and maintain a customer database and sales pipeline. Developing and mentoring entry level staff into valuable salespeople Provide continuous MIS to sales team. Liaison with other departments within the institution Train the BDE and control the attrition. Achieve the Zone target for the assigned products viz NCA, EDI and NBPS Identify and resolve any issues or challenges that may arise to BDEs. Help the BDEs to earn incentive month on month. To be successful in this role, you should have: Proven experience as a Channel head Branch Development executive or similar role in the banking or financial services industry Excellent leadership, communication, and interpersonal skills Strong negotiation, problem-solving and decision-making skills Ability to work independently and as part of a team. Ability to travel frequently and visit channel partners and branches. Require extensive travel within the zone. Bachelors degree in business administration, marketing, finance, or a related field 10 Job Location / State : All States 11 Compensation Band : As per policy 12 Entitlements : As per policy 13 Stake Holders : Branch Business 14 Career Progression : B 15 Educational Qualification / Technical Certification : Any UG/PG or MBA 17 Communication Skills : Excellent communication Skills English language fluency - both verbal and written 18 Experience : 4 to 8 years Experience 19 Behavioral Competencies : MIS, Ability to work stretch/multi-Tasking. 20 Other Requirements (If any) : -

Job Description A Job Specification 1 Company Name : Muthoot Fincorp Limited 2 Position / Designation : Channel Head - Alternate Channel 3 Grade : MM4 4 Employment Type : All Employment Type 5 Reporting to Designation & Grade : Head - Alternate Channel 6 No. of Reportees, Designation & Grade : 50 Business Development Executive 7 Main Tasks & Areas of Responsibility : Leads the business development team and oversees the growth and expansion of the company. They are responsible for finding new clients, developing new markets, and creating new business opportunities for the company. Some of their main job roles are: Recruitment and development of BDE Developing and implementing a business culture and helping the BDE to generate new leads through activities and Eco System Partner enrolment etc,. Help the BDE to build and maintain a list of prospective clients and leads. Conducting market research and competitive analysis to identify new trends and opportunities. Arranging and attending business joint visit with BDEs Communicating with the sales team and business managers to coordinate and align sales efforts. Help the BDE to update and maintain a customer database and sales pipeline. Developing and mentoring entry level staff into valuable salespeople Provide continuous MIS to sales team. Liaison with other departments within the institution Train the BDE and control the attrition. Achieve the Zone target for the assigned products viz NCA, EDI and NBPS Identify and resolve any issues or challenges that may arise to BDEs. Help the BDEs to earn incentive month on month. To be successful in this role, you should have: Proven experience as a Channel head Branch Development executive or similar role in the banking or financial services industry Excellent leadership, communication, and interpersonal skills Strong negotiation, problem-solving and decision-making skills Ability to work independently and as part of a team. Ability to travel frequently and visit channel partners and branches. Require extensive travel within the zone. Bachelors degree in business administration, marketing, finance, or a related field 10 Job Location / State : All States 11 Compensation Band : As per policy 12 Entitlements : As per policy 13 Stake Holders : Branch Business 14 Career Progression : B 15 Educational Qualification / Technical Certification : Any UG/PG or MBA 17 Communication Skills : Excellent communication Skills English language fluency - both verbal and written 18 Experience : 4 to 8 years Experience 19 Behavioral Competencies : MIS, Ability to work stretch/multi-Tasking. 20 Other Requirements (If any) : -

Main Tasks : Develop and implement a channel partner recruitment and retention plan that aligns with our business goals and vision - Negotiate and manage contracts, agreements and incentives with channel partners - Provide training, support and guidance to channel partners and branch staff - Monitor and evaluate channel partner and branch performance, and provide feedback and recommendations for improvement - Coordinate with other departments to ensure smooth collaboration and communication with channel partners and branches - Identify and resolve any issues or challenges that may arise in the channel partner and branch network - Report on channel partner and branch activities, results and feedback Areas of Responsibility : Proven experience as a Channel head Branch Development executive or similar role in the banking or financial services industry - Excellent leadership, communication and interpersonal skills - Strong negotiation, problem-solving and decision-making skills - Ability to work independently and as part of a team - Ability to travel frequently and visit channel partners and branches - Bachelors degree in business administration, marketing, finance or a related field

Key Responsibilities of the Team Lead Lead, mentor, and manage a team of at least 10 BDOs Set performance goals and monitor daily activities and achievements Provide regular training and motivation to the team Develop business strategies and maintain relationships with ecosystem partners and referral partners Implement promotional campaigns in collaboration with the Channel Head and local marketing team Plan and execute referral partner/BTL activities

Location: Bangalore Experience: 8-13 years Some important responsibilities of Channel Head I : People management: Manages a team of gold loan managers in entire city Business development: Involves actively in marketing and business development aspects on the field Assists Gold loan managers in visiting customers house for critical cases Drives the team and handles their roadblocks Assists gold loan managers/GLFH in lead generations, BTL marketing Serve as bridge between HO and team Motivate team Ensure customer satisfaction

Job Description Position / Designation Channel Head - Alternate Channel Grade MM5 Employment Type All Employment Type Reporting to Designation & Grade Head - Alternate Channel No. of Reportees, Designation & Grade 50 Business Development Executive Main Tasks & Areas of Responsibility Leads the business development team and oversees the growth and expansion of the company. They are responsible for finding new clients, developing new markets, and creating new business opportunities for the company. Some of their main job roles are: Recruitment and development of BDE Developing and implementing a business culture and helping the BDE to generate new leads through activities and Eco System Partner enrolment etc,. Help the BDE to build and maintain a list of prospective clients and leads. Conducting market research and competitive analysis to identify new trends and opportunities. Arranging and attending business joint visit with BDEs Communicating with the sales team and business managers to coordinate and align sales efforts. Help the BDE to update and maintain a customer database and sales pipeline. Developing and mentoring entry level staff into valuable salespeople Provide continuous MIS to sales team. Liaison with other departments within the institution Train the BDE and control the attrition. Achieve the Zone target for the assigned products viz NCA, EDI and NBPS Identify and resolve any issues or challenges that may arise to BDEs. Help the BDEs to earn incentive month on month. To be successful in this role, you should have: Proven experience as a Channel head Branch Development executive or similar role in the banking or financial services industry Excellent leadership, communication, and interpersonal skills Strong negotiation, problem-solving and decision-making skills Ability to work independently and as part of a team. Ability to travel frequently and visit channel partners and branches. Require extensive travel within the zone. Bachelors degree in business administration, marketing, finance, or a related field Job Location / State All States Compensation Band As per policy Entitlements As per policy Stake Holders Branch Business Career Progression Educational Qualification / Technical Certification Any UG/PG or MBA Communication Skills Excellent communication Skills English language fluency - both verbal and written Experience 4 to 8 years Experience Behavioral Competencies MIS, Ability to work stretch/multi-Tasking.

Main Tasks : Develop and implement a channel partner recruitment and retention plan that aligns with our business goals and vision - Negotiate and manage contracts, agreements and incentives with channel partners - Provide training, support and guidance to channel partners and branch staff - Monitor and evaluate channel partner and branch performance, and provide feedback and recommendations for improvement - Coordinate with other departments to ensure smooth collaboration and communication with channel partners and branches - Identify and resolve any issues or challenges that may arise in the channel partner and branch network - Report on channel partner and branch activities, results and feedback Areas of Responsibility : Proven experience as a Channel head Branch Development executive or similar role in the banking or financial services industry - Excellent leadership, communication and interpersonal skills - Strong negotiation, problem-solving and decision-making skills - Ability to work independently and as part of a team - Ability to travel frequently and visit channel partners and branches - Bachelors degree in business administration, marketing, finance or a related field

Role & responsibilities JOB ROLE : • Primary responsibility is to work closely and build strong relationship with channel partners to build strategies to help achieve revenue and sales targets for the region • Ensure execution of strategies rolled out in the region • Ensure maximum market share for Axis Mutual fund products within the region • Regular communication on products, markets and sales tools to all the channel partners • The incumbent would be responsible for achieving sales targets and market share for the region • Responsible for planning and executing activities for the channel as well as partners resulting in business growth. Preferred candidate profile EDUCATIONAL QUALIFICATION & EXPERIENCE: • Post graduate/ Graduate with 10 to 12 years of experience • NISM Certification mandatory PERSONAL ATTRIBUTES: • Understanding of debt/equity and mutual funds • Good Knowledge of mutual fund regulatory environment • Good communication and presentation skills. • Strong business acumen and should be focus on achieving results and the targets assigned. • The candidate should be diligent and open to extensive local commute & outstation travel if required. • Should have strong understanding of the products and key business parameters. • Promote a positive team environment among staff across levels to maintain composure under pressure and tactfully resolve difficult situations

Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele KEY RESPONSIBILITIES Service through relationship management 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 resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MLI products vis- -vis products of competition to enable them in taking appropriate decisions Sales Focus on cross-sell & up-sell opportunity through self sourcing Ensure successful completion of licensing as per MLI standards 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 through certifications/trainings etc Key Relationships (Internal /External) Internal - HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required Familiarity with the local market Ability to supervise, develop & motivate team. Result Orientation & adaptability to change Leadership ability Disciplined, structured & process driven MS Office Desired qualification and experience Graduate preferably with an MBA degree Prior experience in team handling role Preferably 25-30 years of age

Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele KEY RESPONSIBILITIES Service through relationship management 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 resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MLI products vis- -vis products of competition to enable them in taking appropriate decisions Sales Focus on cross-sell & up-sell opportunity through self sourcing Ensure successful completion of licensing as per MLI standards 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 through certifications/trainings etc Key Relationships (Internal /External) Internal - HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required Familiarity with the local market Ability to supervise, develop & motivate team. Result Orientation & adaptability to change Leadership ability Disciplined, structured & process driven MS Office Desired qualification and experience Graduate preferably with an MBA degree Prior experience in team handling role Preferably 25-30 years of age