Job Description
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(MJ-15) - Branch Sales Manager - HDFC Bank Branch Banking
Tata AIA Life
Kolkata, West Bengal
Apply on Jobrapido.com
16 hours ago
Full–time
Role description
Job Description
A Position Overview
Position Title
Wealth Sales Manager
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
Supervises
CAM/ FLS
C Job Dimensions
Geographic Area Covered
Branch/ Cluster
Internal Stakeholders
Training
Product Management
Marketing
Branch Operations
Distribution Operations
External
Channel Partner
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
E Skills Required
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
Behavioral
Essential
Desired
Interpersonal skills
.
Communication skills
.
Creative
Experience: 4.00-6.00 Years
(MJ-15) - Branch Sales Manager - HDFC Bank Branch Banking
Tata AIA Life
Kolkata, West Bengal
Apply on Jobrapido.com
16 hours ago
Full–time
Role description
Job Description
A Position Overview
Position Title
Wealth Sales Manager
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
Supervises
CAM/ FLS
C Job Dimensions
Geographic Area Covered
Branch/ Cluster
Internal Stakeholders
Training
Product Management
Marketing
Branch Operations
Distribution Operations
External
Channel Partner
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
E Skills Required
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
Behavioral
Essential
Desired
Interpersonal skills
.
Communication skills
.
Creative
Experience: 4.00-6.00 Years
💡 Quick Summary
Seeking a career-building opportunity? The MJ|15| | Branch Sales Manager | HDFC Bank Branch Banking 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.
