Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members
Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources
Suggest sizzlers and R&R platforms for Yes Bank’s employees who provide prospect leads as well as for MAX LIFE’s dedicated sales team
Suggest product synergies and capture Yes Bank’s various customer touch-points for insurance sales opportunities
MEASURES OF SUCCESS:
Business Plan:-
Adj MFYP (Rs.) - Plan v/s Actual
Activation Plan :-
Seller Activation (%) - Plan Vs Actual
Collections:-
15th month Persistency (%) - >75%
Sales process Adherence:-
1.Implementation of CRM
2.Governance Rhythm
3.Business Leakage & complaints
Effective Management of People
Talent Retention - 70%
G2M2 retention - >90%.
Engagement Score – 85%
Customer centricity and satisfaction:-
Effective Management of Customer
As per Plan
Key Relationships (Internal /External)
Distribution leaders
HR Team
Training Team
Planning & Analytics Team
Yes Bank Management & Sales Team
Key competencies/skills required
Relationship Management, Leading people, Effective Management of Process
