DATA ENTERY

ROLE PROFILE

BASIC INFORMATION ON THE ROLE

Role Name / Designation

Sales Executive / Business Development Manager / Assistant Branch Manager as per Profile & Interview Performance.

Function / Department

Sales

Grade/Level

Executive / Sr. Executive / Asst. Mngr. as per Profile & Interview Performance.

Reporting to

Functionally

Administratively

Regional Sales Head

Regional Sales Head

PURPOSE OF THE ROLE

Achieving Branch Revenue Target.

KEY RESPONSIBILITIES OF THE ROLE

Responsible for identifying potential customers and establish business relationship with them.

Manage and conduct of various relationship building exercises like key customer meet.

Achieving individual revenue targets as decided from time to time.

Organizing corporate meeting for product presentation.

KEY PERFORMANCE INDICATORS

Budgetary achievement of revenue from LI, GI & MF

13 months renewal persistency

Achievement of target PCV - based on all India average

Increase of No. of customers

Number . of active lead generated and number . of cases logged

Tele-verification as % to total cases logged

Involvement and initiative in organizing and conducting customer development activities

Regulatory & internal compliance

MISCELLANEOUS ACTIVITIES

To collate and analyze all business development and sales activity related data and prepare reports on the same.

To coordinate and manage collection counters and allied branch services in absence of concerned officers.

KEY INTERACTION

Internal

Nature or purpose of interaction

Area Sales Head

To report progress on sales activities and coordinate for planning, organizing and executing sales development activities.

Branch Manager

To discuss sales activity plan and work in coordination for the implementation of the same.

CRO

To provide inputs with respect to after sales service & customer relationship.

External

Nature or purpose of interaction

Customers

To ensure effective product selling and redressal of grievances.