About the role
Business Financial Services HO Unit AB Sun Life Insurance Co Ltd Location Camac Street Kolkata Poornata Position Number of the job 00137930 Reports to: Poornata Position No 00151785 Poornata Position Title of the job TM-Sls-Phn Kolkata Based- Reports to: Poornata Position Title NH Deputy Kolkata Chief Mgr Function Sales & Marketing Reports Function to: Sales & Marketing Department Phone Based Reports to: Department Phone Based Date of Last Updation/Approval 22-Feb-2019 2) Dimensions: Business/SBU/Unit Revenue - Business Workforce Number Unit Workforce Number Function Workforce Number Department Workforce Number Other Quantitative and Important Parameters for the Job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 4) Key Result Areas/Accountabilities: Key Result Areas/Accountabilities Supporting Actions Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partners 2. Mapping all the key decision makers and ensuring that the same information is shared with the superior 3. Aggressively downloading all the RnR activities running by the organisation. Executes smooth function of the sales and other processes in order to maximise business potential. 1. Communicate any process change or change in any rules and regulations by the help of different training module. 2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks Ensure relevant people in the right place right time in order to maximise the productivity 1. People Retention @ 90% levels to be maintained 2. Understanding the strength of the resource and depending on that allocating job responsibility 3. Evaluating the opportunity of each team member and allocating targets as per that 4. Recruit, develop and train team members to maximize productivity 5. Position gaps / Vacancy to be filled within a TAT of T+15 Days Execute the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis and give the relevant information to superiors 2. Interact with the customers through welcome calls Achieve Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and 2. resolve queries as and when required to ensure that renewal takes place on time 5) Job Purpose of Direct Reports: Position Title Job Purpose Position No. 6) Relationships: Relationship Type (Internal or External) Frequency & Nature Internal: Support Executive s Trainers HR Issuance Coordinator Client Service Frequency: Daily Monthly As and When Required Daily As and When Required Nature: To Log-in and receipting Policies. For arranging trainings for the team as well as for the relationships. Mainly recruitments and man power related issues. To Ensure the policies are Issued on time. Service related issues. External: Relationship Frequency: Daily Nature: Business Development and to ensure the smooth sailing, 7) Organizational Relationships: Position that It reports into Position and its peers (NoP = 4) Position/s that reports into (NoP = 0) NH Deputy Chief Mgr Kolkata TM-Sls-Phn Based-Kolkata TM Sales Manager Lukhnow TM_Sales Manager -NBB- Kolkata TM_Sales Mngr HDFC NBB Kolkata Declaration: This job description is a true reflection of the position -------------- Job Holder Reports to – Manager Name Anshuman Paul Soumajit Sengupta Date of Entry/Approval