Role Title: Cluster Branch Manager -Direct Distribution
New or Existing Role? New -Yes Existing
Role Holder’s Name –
Line Manager’s Name & Role Title: RUH – Direct Distribution Job Code:
Functional Line Manager(s)’ Name(s) & Role Title(s)-
Sumit Bhargav (AVP – DD) Job Code(s):
Business/Function
& Location:
(Country/Department)
PAN India
Role Purpose (overall high level summary of the role)
The role is to create a team of outstanding sales executives and effectively lead, manage
and coach them towards achieving sales targets.
Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures
Impact on the Business / Function [COMPLETE 3-4 AREAS]
Plan daily goals both for the team as well as individually & work
towards achieving them.
Hiring of the Sales team.
Managing sales in a result-focused environment.
Making effective sales presentations and closing deals.
Identifying potential customers and new business opportunities.
Constantly liaising with other departments for smooth
functioning.
Maintaining own awareness of product in order to sell
effectively.
Identify competency gap and scheduling of refresher training.
Maintaining daily, weekly & Monthly MIS
Daily monitoring with all Teams
(Relationship Managers) about
yesterdays performance &
today’s targets.
Premium per executive, per
week
Conversion rate,
Product Mix
persistency,
retention of team
and a high % of executives
exceeding planned productivity
standard
Customers / Stakeholders [COMPLETE 3-4 AREAS]
Timely response to internal
and external queries.
Understands own role and
how it relates to team and the
final outcome of any
endeavor.
COMPANY: CANARA HSBC OBC LIFE INSURANCE CO LTD
CONTACT DETAILS: 9147086608
