Associate Territory Manager - Virtual Bancassurance Hdfc

A Position Overview

Position Title

Associate Territory Manager - Virtual Bancassurance HDFC

Department

Virtual Bancassurance HDFC

Level/ Band

Assistant Manager

Grade

301

B Organizational Relationships

Reports To

Area Manager

Supervises

C Job Dimensions

Geographic Area Covered

Virtual Bancassurance HDFC Floor

Stakeholders Internal

Virtual Bancassurance HDFC Supervisors / Phone Bankers

External

D Key Result Areas

Organization process

Key contributions

Frequency

Training

Prepare training material for New Phone Bankers

Certification/ Motivation of Phone bankers

Timely Completion of training

Coaching callers based on quality scores for improvement

Training to improve sales

Daily / Monthly

Quality Evaluations

Ensure Quality Lead generation from the Phone Banker

Ensure regular monitoring of quality of calls and completion of monitoring within defined timelines

Timely feedback to caller

Collect customer feedback and review scripts regularly

Conducting Monthly certifications for the unit to assess product/process/ system.

Analyze the training requirements bases the feedback shared.

Daily / Monthly

MIS

Prepare the Quality MIS

Ensure the MIS is published to the relevant stakeholders on time.

Daily/ Weekly/ Monthly

Others

Assist in preparation of process notes or system requirements

Projects to improve overall lead quality

E Skills Required

Technical

Good Knowledge of MS Office / MS Excel

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills