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Associate Territory Manager

Bajaj Allianz

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Rishabh Goswami
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13 views

Associate Territory Manager

Bajaj Allianz

Uploaded by

Rishabh Goswami
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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JOB DESCRIPTION

Role Title Associate Territory Manager-1- RPD Sales


Employee Interviewed

Reports To AAM/DAM/AM/CM/ARH/RH/SRH/ZH

Company Bajaj Allianz Life Insurance Company

Function/ Department RPD Sales

Written By

Approved By (Jobholder) Yes

Approved By (Immediate Superior) Yes

Date (written on) 22 Sep 2023

1. JOB PURPOSE
(Summarize in one statement why the job exists; and how it contributes to the overall objective of the company )

 Achieve assigned goal sheets with continuous increase of average Productivity & maintain required persistency,
 Market scan for emerging opportunities to find Partners and Advisor & implement sales strategy as received.
 Responsible for recruitment, training & partner in JFWs with the RPs/ICs
 Conduct periodic reviews & meetings with distribution to ensure activation & productivity

2. ORGANISATIONAL CHART
(First level reporting chart for the job)

ZH / SRH / RH

TM Cadre / RM / SRM AAM/DAM/AM/CM/ARH/RH

TM Cadre / RM / SRM

1
3. PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the Job)

Sales
 Responsible for driving topline through RPs/Agents and ensure that monthly, quarterly & annual goal sheets are
met
 Training & development of all RP/IC cadre to ensure sales team in fully equipped with products knowledge,
compensation, and market/industry updates.
 Plan & execute activities/strategies which can improve business.
 Responsible for supporting RPs in conducting BOPs/COPs for recruitment of ICs & RPs

Sales review
 Periodically conduct reviews with RPs/ICs to monitor progress on set objectives, track deviations and provide
recommendations on course correction to ensure achievement on each parameters.
 Daily call monitoring of Partners and partner in JFWs for smooth execution of business.

Support & Service


 To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and
maintain fair & good relationship with the customers.
 Responsible to implement new changes/process implementing by the organization to the team.
 Ensure customer complaints/grievance are addressed.

Goal Setting with partner


 Allocate and cascade targets to the team, basis evaluation of business potential and team capabilities across
territory managed.
 Provide guidance in chasing/ converting/ generating business from RP’s of the territory.

Team Building
 Ensure new RPs recruitment & IC recruitment on regular basis
 Ensure Partner’s achieve their goal sheet and earn variable earning.
 Facilitating constant rewards & recognition for team members.
 Track IC to IRP promotions regularly

4. SKILLS AND KNOWLEDGE

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job
and not the incumbent)

Educational Qualifications

a) Qualifications
 Minimum Qualification required: Post- Graduate

 Work Experience
 Communication in English, Hindi & other Regional Language (Local candidate will be preferred)
 Keen to work in a highly competitive environment.
 Right attitude & never – say- die mind-set.
 Effective planning, time management and organizational skills
 Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution
 Leveraging business knowledge and technical aptitude.

5. COMPENSATION
 Postgraduate: 4 L + Incentives (Potential to earn more than 2 L per month)

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