Designation: Manager
Updated: June 12, 2024
Location: Punjab, India
Organization: Financial Services


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Job Purpose

To manage and drive the telecalling vendor set up for generating leads and translating the same into insurance sales output for BSLI. Ensure optimum manpower/ capacity utilization through the telecalling model so that it remains as one of the viable sales vertical in the BSLI HDFC bank banca partnership.

Job Context & Major Challenges

Job Context:/Job Challenges:
\xc2\xa2 Managing attrition and headcount at the vendor, which has been a major challenge, due to lots of job opportunities available in the market and managing the required headcount into the respective processes and HDFC to generate business.
\xc2\xa2 Continuous pressure on meeting the targets across all the HDFCes and process, case by case tracking of every lead conversion, timely distributions of leads, coordinating between internal sales team and telecalling vendor for all the updates and making changes as per the requirement in a very short notice.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)

KRA1
Telesales Management & Productivity Tracking
Setup and streamline telesales structure for optimum manpower / capacity utilization.
Work closely with HDFC bankers for channel support and management

KRA2
Vendor Team management
Hiring, retention and motivation of team along with ensuring full team strength at all times.
Manage conflicts and ensure team motivation.
Ensure career growth and skill development of direct reportees.
Ensure that the telesales team from vendor side is not only retained but working at maximum efficiency/productivity levels

KRA3
Sales Process, Compliance & Control
Adherence to all internal, regulatory and compliance guidelines wrt to the telesales unit
Follow approved sales pitch for meeting penetration
Coordinating for the necessary training at the vendors end for the telecallers

Qualifications:

Graduate Diploma
Minimum Experience Level:
2-6 Years

Report to:
Senior Manager