CRH-Professional

Job Purpose

Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales

Managers to maintain the proper process of doing valued business for the organisation.

Key Challenges for the role

• High dependency on HDFC Bank relationships in Open Architecture scenario, where they may have their own priorities so alignment is the key.
• Balancing between the process requirement and expectations of the Channel partners

4) Principal Accountabilities

Accountability

Supporting Actions

Ensure achievement of Targets (Premium Revenue) in order to contribute in overall growth

of the company

1. Continuous interaction ( as per RH / ZHs defined grid ) with the channel partners/Circle Heads of the Zone

2. Mapping all the key decision makers build review Mechanism per mapping basis decided intervals

3. Aggressively downloading all the RnR activities to be run by BSLI

4. Innovative ways to download the RR acti

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

1. Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module.

2. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

Relation Ship Management: Open Architecture

1. To Handle Bank customers requirements with the best services and products ranges

2. To be equipped with insurance and Bank Products knowledge

3. To manage the relationship at all the levels to have the desire outputs.

Drive effective channel management

1. Work with the channel partner to effectively use RR programs to drive desired behaviors

2. Ensure efficient use of spent on Channel Partners which helps in achieving the end objective.

3. Ensure achievement of desired levels of

   • People Retention:10%
   • Activisation of Teams:20%
   • FYP ISSUED:50%
   • NOPs:10%
   • Product Mix: 10% (20%, Trad 50%: ULIP 40%: Protection 10%Monthly)

4. 15% Business More than TATA Provide inputs for new products Sales Pitch, basis an in depth understanding of Channel needs

5. Identify training needs for the inhouse and channel partner teams

6. Position gaps / Vacancy to be filled within a TAT of T+15 Days

7. Identify innovative methods working with the relationship to enhance penetration of the

database

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

1. Scrutinise the business on regular basis
2. Maintain quality checks. Monitor Customer Complaints and adhere to defined resolution TATs T + 72 Hrs
3. Take necessary documented actions against

defaulting employees on quality / conduct

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