Job Description

Designation: Area Manager
Role/Functional Area: Area Manager
Location: Gujrat
Experience: 3 5 years
Roles & Responsibilities:
Business Target:

• Achievement of business targets (OM, penetration, PE, NPE,etc.) for the teams in terms of all
• insurance and other products as defined and agreed upon.
• Goal setting for the team in conjunction with the Team Leader and Sales Manager
• Review the teams product mix across types of loans / value of loans (Eqt, Housing, etc.) and
• appropriate open market share for all products (PAR / ULIP / Non Par) as per defined by all
• constituents.
• Implement and audit of the various defined processes and practices.
• Ensure fulfillment of smooth end-to-end process for every case sourced by the teams.
• Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are
• met
• Coaching and Development:
• Enable the team members to reach maximum level of efficiency to improve professional and
• organizational effectiveness.
• Handhold the recruited FSA/ LSE by training them on product knowledge, software and
• processes.
• Work with the TM on NPE (non performing employee) and take corrective actions towards
• making them PE (performing employee).
• Devise PIP in consultation with SM to make them productive.
• Ensure low levels of attrition of the team members.
• Conduct exit interview for any resignee in the team.
• Performance Review:
• Track and analyze reports and MIS, review and implement performance sheets
• AM/ ASM along with TM should ensure that he/ she gives appropriate feedback to all team
• members, identify areas of improvement, initiate performance improvement plan and
• document them

• Relationship Building:
• Ensure smooth relationship building between ASM / AM and below levels of the mortgage
• vertical.

• Share relevant reports related to financial services with mortgage AM/ ASM and discuss areas of
• improvement between the two teams and work towards bridging the gaps between the two
• teams.

Certification and regulatory compliance:
- Ensure his/her team is compliant towards selling of various products by undergoing the training
and certification for IRDA, AMFI etc.
- Ensure the right quality of business being sourced.
Desired Candidate Profile:

• MBA / Graduate with minimum 3 years of team handling experience.
• Must have experience in selling Insurance product.
• Must have managerial experience.