Recruitment of new candidates as per the requirements, Follow up on documentation of new candidates before joining and inform to HR team on priorityVerification of newly hired employeeMaintain discipline in office as well as on the field processProvide Guidance/Training of COC, Company Policies, Guidelines to team members for development in their official skills and knowledgeDiscuss Monthly performance evaluation and review of the teamProper Communication/Coordination with executive, team leader, telecaller and Back office departmentDiscuss about the allocation with respective product managerDiscuss with team about last month PTPs and Flows casesTake regular feedback from telecaller and executives for targetsField Visits with FOS in problematic casesAsk for KYC of Shifted and address not found cases to the managersDiscuss about Targets and Milestone of every month with the teamTake follow up of dedupe reports & ID Card from respective Bank Managers
KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted
This is a field job like any other sales job, which requires you to travel for your assigned geography, ABPs (Agents), LAs and customers location (as and when required). You will be evaluated on your ability to build a strong distribution and sustainable network to meet your business targets (No. of active, successful ABPs (Agents) and LAs, distribution build up and overall premium targets). As a team manager, you will accompany the team of ABPs on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business development professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations
Customer Handling, Customer Management, Customer Convencing, Customer Approach, Sales and Marketing, Credit Card Selling, Checking the Eligibility of the Customer for the Credit card, Branch Working, Customer Relationship