BRANCH SALES

☞ Peerless Financial Products Distribution Ltd

View: 104

Update day: 06-05-2024

Location: Agartala Tripura

Category: Sales

Industry: Financial Services

Position: Executive

Job type: Full-time

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Job content

ROLE PROFILE

BASIC INFORMATION ON THE ROLE

Role Name / Designation

Sales Executive (SE)/ Business Development Manager (BDM) / Assistant Branch Manager (ABM) - Designation will be given depending on Candidates experience and interview performance.

Function / Department

Sales

Grade/Level

Executive / Sr. Executive / Asst. Manager as per Candidates experience and interview performance.

Reporting to

Functionally

Administratively

Branch Head /Cluster Head / Regional Head

Branch Head /Cluster Head / Regional Head

PURPOSE OF THE ROLE

The purpose of this role is to provide solutions to the customer and meeting revenue targets.

Key Responsibilities Of The Role

To identify potential customers and establish business relationship with them.

Manage and conduct of various relationship building exercises like key customer meet.

Achieving individual revenue targets as decided from time to time.

Organizing corporate meeting for product presentation.

KEY PERFORMANCE INDICATORS

Budgetary achievement of revenue generated from LI, GI & MF

13 months renewal persistency

Achievement of target PCV - based on all India average

Increase in No. of customers

Number. of active lead generated and number. of cases logged

Tele-verification as % to total cases logged

Regulatory & internal compliance

MISCELLANEOUS ACTIVITIES

To collate and analyze all business development and sales activity related data and prepare reports on the same.

To coordinate and manage collection counters and allied branch services in absence of concerned officers.

KEY INTERACTION

Internal

Nature or purpose of interaction

Zonal Sales Head

To report progress on sales activities and seek suggestions.

Area Sales Head

To report progress on sales activities and coordinate for planning, organizing and executing customer development activities.

Branch Manager

To discuss sales activity plan and work in coordination for the implementation of the same.

CRO

To provide inputs with respect to after sales service & customer relationship.

External

Nature or purpose of interaction

Customers

To ensure effective product selling and redressal of grievances.

RequirementsGraduate.

1-4 Years of experience in Insurance Sector, Financial Services, Channel Sales sector preferred.

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Deadline: 20-06-2024

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