Assistant Relationship Manager - LOY

Distribution Deliverables

• Ensure planning & recruitment of sanctioned number of FPOs/WMCs and Sales Manager for FPO Units in the Region.
• Achieve sales targets on issued FYP as per budgets informed.
• Implement Needs based Selling and Activity Management processes amongst the teams managed.
• Support the business planning and implementation process for the business with the Sales Manager.
• Assist / Support Geographical Expansion initiatives as planned and advised from time to time.
• Submission for required reports as per the time lines.
• Review with Sales Manager as per agreed periodicity.
• Driving benchmark persistency within the region.

Business Results

• Monitor and evaluate achievement of targets against the following parameters:
• oIssued FYP/
• oProductivity per FPO
• oProductivity per Sales Manager Team ,
• oCase rate,
• oAverage Case Size,
• oActivity Ratio,
• oAttrition.
• Monitor, control & evaluate the activity of the Sales Manager through Activity Management System and Lead Management System.
• Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team in the Region
• Meeting service related goals and achieve renewal, reinstatement and resulting Persistency objectives for the teams in the Region.

Optimal Resource Management for Region through liaison with Zone Office/Head Office

• Own the resources & spend budgets for the Region
• Plan budgeting of resources for the region
• Liaise with ZO / HO for budgetary requirements,.
• Own region level marketing plans and promotions.
• Support the offices in the region on operational issues.

People Development

• Enable superlative performance standards through alignment of the team with the organization s objectives as communicated from time to time.
• Ensure clear communication of the overall strategies and drive ownership on goals and objectives.
• Develop the competencies of the Sales Managers.
• Observe & demonstrate skills & knowledge with the Sales Managers.
• Implement training road map and ensure timely on boarding training for inducted FPOs.

Customer Relationship Management

• Review of selling arrangements in the Region.
• Ensure adequate focus to the business.
• Ensure all customers are serviced to the standards expected in the Region.

Code of conduct and ensuring compliance of statutory norms

• Adherence to the code of conduct by the entire Region.
• Conformation to all financial and administrative systems.
• Ensure compliance with TALIC norms for the Branches in the Region.
• Compliance with all statutory and regulatory norms in the Region.

Risk

• Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function
• This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts
• Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback
• Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status