Job Description
Job description
Department
Partnership Distribution
Level / Band
Asst. Manager / Manager
Role Summary :
- To manage HNI sales and business objective of the selected category branches, meeting or exceeding key targets
- To ensure achievement of sales targets with optimal market coverage
- Benchmark competition objectives and identify whitespaces, in order to increase wallet share
- To effectively lead and manage sales team by providing them with ongoing coaching
- To ensure that the sales behavior, sales ethics and sales practices of the sales team comply with company standards and regulations
- To closely work with the branch level partner's stakeholders and internal hierarchy design sales strategies and initiatives that will cause improvement of sales performance.
B Organizational Relationships
Reports To
Asst Circle Manager / Sr Circle Manager
C Job Dimensions
Geographic Area Covered
Branch / Cluster
Internal Stakeholders
Branch Operations
Distribution Operations
D Key Result Areas
Achieve ANP targets through assigned branches
- Orient direct reportees to achieve pre-set business targets on ANP / EP, case count, active branch, active sales staff and various KPIs for designated branch
- Develop joint business and implementation plans with branch manager
- Interact regularly with Sales / operations team to set targets & achieve required sales
- Initial grooming of the CAMs / BOs in presentation & selling skills
- Make joint calls with sales team
- Accompany the sales team on calls with high-ticket clients
- Build up and maintain solid relationship and rapport with partner's branch managers and LGs
Training of the sales team
- Provide on-going training to partner's staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.
- To train the CAMs / BOs on Presentation and Selling Skills
Monitor sales & provide support
- Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations
- Ensure that the high performers are suitably rewarded & kept motivated
- Counsel the low performers to assess the reasons for low productivity
- Accompany the low performers on calls & give them special attention to motivate them
- Organize trainings for low performers to ensure they are conceptually strong
- Maintain and observe Company's internal control and standards
- Implement and observe the Company's Compliance Policy
- Act as an escalation point for issues pertaining to policy issuance
MIS & Reporting
- Design and circulate business MIS and reports to various stakeholder as required
- Analyze data cuts on Business Performance and share the findings with the supervisors
Technical
- HNI Sales and Query Handling
- Product / Subject matter expertise
- Team Management skills
- Mentoring skills
- Business perspective & planning
- Performance Management skills
- Finance / Insurance industry awareness
- Interviewing skills
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
Creative
30+ days ago
Department
Partnership Distribution
Level / Band
Asst. Manager / Manager
Role Summary :
- To manage HNI sales and business objective of the selected category branches, meeting or exceeding key targets
- To ensure achievement of sales targets with optimal market coverage
- Benchmark competition objectives and identify whitespaces, in order to increase wallet share
- To effectively lead and manage sales team by providing them with ongoing coaching
- To ensure that the sales behavior, sales ethics and sales practices of the sales team comply with company standards and regulations
- To closely work with the branch level partner's stakeholders and internal hierarchy design sales strategies and initiatives that will cause improvement of sales performance.
B Organizational Relationships
Reports To
Asst Circle Manager / Sr Circle Manager
C Job Dimensions
Geographic Area Covered
Branch / Cluster
Internal Stakeholders
Branch Operations
Distribution Operations
D Key Result Areas
Achieve ANP targets through assigned branches
- Orient direct reportees to achieve pre-set business targets on ANP / EP, case count, active branch, active sales staff and various KPIs for designated branch
- Develop joint business and implementation plans with branch manager
- Interact regularly with Sales / operations team to set targets & achieve required sales
- Initial grooming of the CAMs / BOs in presentation & selling skills
- Make joint calls with sales team
- Accompany the sales team on calls with high-ticket clients
- Build up and maintain solid relationship and rapport with partner's branch managers and LGs
Training of the sales team
- Provide on-going training to partner's staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.
- To train the CAMs / BOs on Presentation and Selling Skills
Monitor sales & provide support
- Analyze the productivity of Sales / operation team to ensure they are delivering as per expectations
- Ensure that the high performers are suitably rewarded & kept motivated
- Counsel the low performers to assess the reasons for low productivity
- Accompany the low performers on calls & give them special attention to motivate them
- Organize trainings for low performers to ensure they are conceptually strong
- Maintain and observe Company's internal control and standards
- Implement and observe the Company's Compliance Policy
- Act as an escalation point for issues pertaining to policy issuance
MIS & Reporting
- Design and circulate business MIS and reports to various stakeholder as required
- Analyze data cuts on Business Performance and share the findings with the supervisors
Technical
- HNI Sales and Query Handling
- Product / Subject matter expertise
- Team Management skills
- Mentoring skills
- Business perspective & planning
- Performance Management skills
- Finance / Insurance industry awareness
- Interviewing skills
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
Creative
30+ days ago
💡 Quick Summary
Seeking a career-building opportunity? The Branch Sales Manager | HDFC Bank Branch Banking | FOF064 position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata, offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
