HR Executive at Kapil Consultancy
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Direct Sales Manager - BFSI (2-8 yrs)
Job Title - Sales Manager (Direct Sales)
Company - Tata AIA
Location - Central Mumbai
Salary - 7 LPA
Experience - 3+ years
Job Requirement :
- 3 + years of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory
- Need candidates only from Insurance background ( Life Insurance experience )
Job Description
- Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical.
- Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated.
- Achieve sales targets on issued FYP as per budgets informed.
- Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives.
- Implement Needs based Selling and Activity Management processes among FPOs.
- Ensure Goal sheets and performance review process is in place within timelines.
- Support the business planning and implementation process for the business with the Manager.
- Submission for required reports as per the time lines.
- Monitor and evaluate achievement of targets against the following parameters:
- Issued FYP/
- Productivity per FPO
- Case rate
- Average Case Size
- Activity Ratio
- Attrition.
- Monitor, control & evaluate the activity of the FPO/ WMC through Activity Management System and Lead Management System.
- Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team.
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