Area Business Head - Corporate Business

ROLES & RESPONSIBILITIES

Planning

• Undertake planning for achieving sales targets for the Regions allotted
• Identify corporates and brokers with potential to deliver sales targets for the Regions

allotted.

• Plan client wise delivery for month-on-month targeted numbers
• Develop direct client base for corporate business
• Aggressively drive IndiaFirst competitive advantage through the corporate client

database.

• Upsell and cross sell to the existing corporates

Sales growth and cost management

• Ensure simultaneous focus on sustainable profitability and volumes
• Monitoring monthly sales targets and performance review with the Regional Business

Head Corporate Business

• Develop plans to increase sales productivity
• Effectively manage overheads and thus ensure reduction of cost of operations

Customer satisfaction and retention

• Ensure customer satisfaction by fulfilling requests from time to time.

People Management

• Good Relationship Management Skills
• Represent the company in a positive and professional manner.

KEY PERFORMANCE INDICATORS

• Maintain high standard of Relationship with key officials in the corporates & brokers
• Sales Target achievement
• Profitability achievement
• Maintain healthy mix of business sourced from new and existing clients
• Appropriate business mix to ensure sustainable profitability

PREFERRED CREDENTIALS

At least 5 years (In Insurance or Mutual Fund Industry)

At least 3 years of experience in Fund Business or Corporate Relationships.

QUALIFICATION

Graduate

Preferable postgraduate in Marketing - MBA

COMPETENCIES

• Experience in dealing with at least mid-level officials of small, mid and large

size Corporates.

• Experience in selling financial products
• Good Communication Skills
• Interpersonal Skills
• Market knowledge Equity & Debt
• Basic understanding of group insurance business