TL is responsible Training, hand holding the team and build relationship with the distributor. He/She will also be responsible for achieving the sales target and maintain quality service standards.

Campaign Management

• Daily morning huddle & day end review with the team on all running campaigns
• Set the tone and asking rate for the day in the morning huddle
• Ensure Call back are attended by the team
• Ensure confirmed appointments are scheduled for the field
• Continuous follow up on the follow up till closed.
• Daily Monitor ANI/CFR till closed therefore, ensuring 80% Login to issuance
• Ensure seamless execution of ongoing campaigns

Telephonic Sales & Service Conversion

• Should always be on the floor
• Should actively listen to the calls and barge in if necessary: for effective delivery by the caller
• Give regular feedback and inputs to the caller for bettering the call quality
• Should ensure Call Quality is never compromised

Target Orientation

• Should always be abreast of the current business situation like no. Of leads, conversion %, business numbers , call numbers

Training

• Regular training to be imparted to the team
• To clearly analyse from the calls/data of the caller if call opening/closure is a problem and lead by example. 

Team Management and Sales target achievement

• Ensure excellent handholding to maximize productivity
• Ensure and demonstrate supportive behaviour to the team
• Ensure and demonstrate supportive behaviour with other functions in the organisation

The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches

Target Achievement

• Drive sales and achieve targets through the bank branches
• Selling company’s product

Sales Support

• Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc

Relationship Management

• The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff
• Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance (if any)
• Ensure that all service requirements are met, medicals facilitated and customers are satisfied.

Lead Generation

• Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others.

Responsible to build a good relationship with channel partner and driving insurance business

Relationship Management

• Represent IndiaFirst Life among CSC State/ district level functionaries
• The Channel Partner is the key customer of the Business Development Manager and he has to engage an open and trusting relationship with the officers/staff
• Engage the Channel Partners and customers in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance (if any)
• Coordinate deployment of various marketing/ R&R and communication tools/ initiatives to build conducive business environment for IndiaFirst Life

• Organizing RAPs meetings at District level for efficient ground mobilization.

Lead Generation

• Sourcing prospect references from RAPs and convert them through calling support by Phone Managers
• Spearhead all lead generation initiative from the Channel Partner – whether through walk in, data-mining, referrals and others.

Other

• Provide field support to the Phone Managers
• Monitor the overall growth of business in their assigned location/s
• Any other CSC related task as and when assigned