Sales Manager - TPD - DCB

Business

Ficial Services HO

Unit

AB Sun Life Insurance Co Ltd

Location

Camac Street Kolkata

Poornata Position Number of the job

00137930

Reports to: Poornata Position No

00151785

Poornata Position Title of the job

TMSlsPhn Kolkata

Based

Reports to: Poornata Position Title

NH Deputy Kolkata

Chief

Mgr

Function

Sales Marketing

Reports Function

to:

Sales Marketing

Department

Phone Based

Reports to: Department

Phone Based

Date of Last

Updation/Approval

22Feb2019

2) Dimensions:

Business/SBU/Unit Revenue

Business Workforce Number

Unit Workforce Number

Function Workforce Number

Department Workforce Number

Other Quantitative and Important Parameters for the Job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other

parameter

4) Key Result Areas/Accountabilities:

Key Result Areas/Accountabilities

Supporting Actions

Achieve Targets (Premium Revenue) in order to contribute in overall growth of the company

1. Continuous interaction with the channel partners 2. Mapping all the key decision makers and ensuring that the same information is shared with the superior 3. Aggressively downloading all the RnR activities running by the organisation.

Executes smooth function of the sales and other processes in order to maximise business potential.

1. Communicate any process change or change in any rules and regulations by the help of different training module. 2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

Ensure relevant people in the right place right time in order to maximise the productivity

1. People Retention @ 90% levels to be maintained 2. Understanding the strength of the resource and depending on that allocating job responsibility 3. Evaluating the opportunity of each team member and allocating targets as per that 4. Recruit, develop and train team members to maximize productivity 5. Position gaps /

Vacancy to be filled within a TAT of T+15 Days

Execute the right method of business acquisition in order get the profitable mix for the organisation

1. Scrutinise the business on regular basis and give the relevant information to superiors 2. Interact with the customers through welcome calls

Achieve Persistency targets as per the company norms so that renewals take place on time

1. Communicate with customers and 2. resolve queries as and when required to ensure that renewal takes place on time

5) Job Purpose of Direct Reports:

Position Title

Job Purpose

Position No.

6) Relationships:

Relationship Type (Internal or External)

Frequency Nature

Internal:

Support Executive s Trainers HR Issuance Coordinator Client Service Frequency: Daily Monthly As and When Required Daily As and When Required Nature: To Login and receipting Policies. For arranging trainings for the team as well as for the relationships. Mainly recruitments and man power related issues. To Ensure the policies are Issued on time. Service related issues.

External:

Relationship Frequency: Daily Nature: Business

Development and to ensure the smooth sailing,

7) Organizational Relationships:

Position that It reports into

Position and its peers (NoP

= 4)

Position/s that reports into (NoP

= 0)

NH Deputy Chief Mgr Kolkata

TMSlsPhn BasedKolkata TM Sales Manager Lukhnow TM_Sales Manager NBB Kolkata

TM_Sales Mngr HDFC NBB Kolkata

Declaration: This job description is a true reflection of the position

Job Holder

Reports to Manager

Name

Anshuman Paul

Soumajit Sengupta

Date of

Entry/Approval