RSM - Direct Marketing

Aditya Birla Sun Life Insurance

Chhattisgarh

On-site

INR 1,200,000 - 1,800,000

Full time

14 days+
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Job summary

Birla Sun Life Insurance Company Ltd is seeking a Regional Sales Manager in the Direct Marketing function. Based in the zone, you will drive business growth and lead a team of sales managers to ensure premium targets and strong customer engagement.

You will groom and coach the sales team, oversee training, and maintain key relationships to sustain quarterly growth and service quality across the region.

Responsibilities

  • Ensure achievement of Targets (Premium & NAAC) in order to contribute in overall growth of the company.
  • Continuous interaction with the Sales managers.
  • Regular reviews to monitor productivity levels.

Job description

Job Title

Regional Sales Manager

Function

Direct Marketing

Department

Direct Marketing

Reporting To

(Title)

Superior's Superior

(Title)

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Date

March 2013

Job Purpose

Drive business and achieve targets through allocated region/area. Work towards increasing the overall sales productivity of the team by facilitating & handholding the team in various types of customer acquisition & servicing activities. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation.

Dimensions

What are the areas (in quantitative terms) the job has an impact on?

Dimension

Remarks

Manpower (Nos.)

Direct: 5-6
Indirect: ~35-45

AP Targets

~ Rs. 20 mn

NOP Targets

700-900

Leads

~ 20000

Job Context & Major Challenges

Key Challenges for the role –

The most critical part is grooming the sales force to be able to close the leads / prospects successfully. This is because of the criticality & advisory methods required to be able to successfully do a need based sale.

Continuously conceptualising & executing activities to generate prospective customers to keep the sales force optimally occupied in the region.

Principal Accountabilities
  • Ensure achievement of Targets (Premium & NAAC ) in order to contribute in overall growth of the company
  • Continuous interaction with the Sales managers.
  • Regular reviews to monitor productivity levels.
  • Ensuring awareness and participation in all the R&R activities run by the organisation.
  • Converting the key prospects into customers.
  • Ensure smooth function of the sales and other processes in order to maximise business potential.
  • Communicating any process change or change in any rules and regulations by the help of different training module.
  • Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling
  • Maintain the expense gap in order to reduce the cost
  • Understanding the need of the expense
  • Taking commitment from the channel before any spending or allocation of the budget
  • Maintain a SM wise expanse tracker
  • Understanding the strength of the resource and depending on that allocating job responsibility
  • Evaluating the opportunity of each business unit and allocating targets as per that
  • Recruit, develop and train team members to maximize productivity
  • Scrutinise the business on regular basis
  • Interacting with the customers through welcome calls
  • Communicate with customers and
  • Resolve queries as and when required to ensure that renewal takes place on time
  • As a support mechanism to the leads which are generated centrally, there should be activities planned including newer ways of generating lead prospects
  • Mentor, supervise and coach the team.
  • Provide for on the job as well as classroom training for skill enhancement
  • Job Purpose of Direct Reports
Team Management
  • Mentor, supervise and coach the team.
  • Provide for on the job as well as classroom training for skill enhancement
  • Job Purpose of Direct Reports
Sales Manager

To derive Insurance Business from assigned area or zone, to convince the relationship so they can convince their customer to invest in Birla Sun life Insurance. Manage a team of 10 DSE’s in a way that they are optimally working for the channel at the desired productivity levels. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

Internal Frequency – Nature
  • TPD Support Team
  • Training Manager
  • HR Dept
  • Customer Service Team
  • Client Service Team
  • Daily
  • Weekly twice
  • Monthly
  • Daily
  • Daily
  • Process, login and issuance related
  • Training related
  • Recruitment and other issue
  • Follow up regarding service issue
  • Follow up regarding issuance
External Frequency – Nature
  • Lead Generation Vendor
  • Client – prospect
  • Fortnightly
  • Daily
  • All issue
  • Business and service
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