Customer Relationship Manager Thrissur

Job Description

4) Principal Accountabilities

Accountability

Assisting Actions

Make sure effective execution of the

business strategy in the Region

Devise and execute branch-level plans based on market evaluation to make sure achievement of targets

Make sure effective communication and awareness of targets by each group member

Conduct periodic reviews and recommend corrective action where required

Drive and motivate group members to reach business targets

Make sure branches allocated are manned adequately with quality manpower

Identify incremental business opportunities in the region through market intelligence & penetrate in underdeveloped market to enhance distribution reach

Gain market intelligence in allocated geography

Devise and execute in place strategies to tap potential market.

Make sure recruitment of advisors in the areas having unexploited potential

Enhance brand awareness in underdeveloped areas for future business

Make sure profitable and sustainable business by driving sourcing of high quality business sourced, market conduct in line with organizational and legal qualifications as well as overseeing cost effectively

Make sure that the business activities are carried out as per the compliance & regulatory guidelines laid by the company

Put in place checks and balances to control the quality of business

Take corrective actions as and when any malpractice or market misconduct is found

Drive awareness and adherence to persistency targets

Monitor each branch's actual expenditure against budget

Initiate measures to curb the less important expenses & drive profitability at the branches

Drive branch profitability by taking new cost optimization initiatives

Make sure high levels of motivation and productivity in the group by effective implementation of sales promotion & R & R programs and implementation of sales tools and processes

Implementing Sales progression across the levels wherein people are more assured of career enhancement on delivery of the expectations

Drive periodic zonal and organizational R&R initiatives and motivate group towards peak achievements

Effectively communicate the promotional program to the entire sales group.

Make sure branches plan the incremental revenues through these programs.

Make sure the delivery of results during the program period

Give feedback on the results of the promotional program.

Identify opportunities, drive and monitor productivity enhancement initiatives

Communicate the effective use of sales process to the entire sales group

Plan and review the process at the BM/BH/ReM. FLS and the Advisor level and obtain the feedback for further enhancement.

Facilitate the maintenance of proper database on day to day activities to monitor performance

Make sure streamlined teamwork with back up functions such as Operations, Sales Training, Marketing, Compliance and HR to make sure achievement of regional business goals

Giving proper back up to the Operations group to improve the login to completion ratios for new business sourced as well as servicing to existing clients.

Make sure group members are a part of planned Training initiatives so as to make sure they are adequately equipped in terms of knowledge and skill.

Work with the HR group for manpower hiring, engagement and retention across region

Work with the Zonal Compliance group to make sure awareness of prevailing guidelines, and taking proactive and corrective measures to make sure proper market conduct as stipulated

Deliver inputs for improvement of processes across all back up functions

Group Development

Make sure through continuous on the job training, skill enhancement of group members

This opening is for the Customer Relationship Manager Thrissur position in Thrissur.