| Sales | · Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches · Working jointing with the Branch Manager on Business Implementation plan · Driving and motivating the branch staff and providing support for logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the HDFC branch staffand ensure the business targets and Productivity targets of the allocated branches are met effectively · Prospect and meet customers within and outside the Branch as when required · To develop, agree and implement short term and long term plans to achieve sales targets · To achieve branch staff activation activation targets · Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. · Seek commitment from the partner towards achievement of business objective
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| Relationship Management | · Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner · Provide all possHDFCe support to the channel partner as a face of parent company · Effectively execute all Marketing activities as per Partners requirement · Ensuring timely issuance of policies with resolving all pending etc. · Adhere to the customer touch-point engagement in order to service his portfolio of customers · To maintain the desired persistency ratio · Prompt post-sales service with respect to all domains · Strategize and interact closely with the HDFC branch manager on business plan execution
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| Ensure Compliance | · Ensure compliance to internal sales process & other compliance standards · Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
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| MIS | · Adhering to the Training Road map. · Providing timely reports to the Supervisor as per the requirement. · Adhering to the TALIC code of conduct. · Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
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