Log In
Sign Up
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:
Key Challenges For The Role
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.
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.
Performance management and productivity tracking at vendor unit.
Cross checking and verifying the vendor bills.
Ensure telecalling vendor’s lead and productivity tracking, ensure timely feedback and work on productivity enhancement.
Work with HDFC product/ BSLI team to develop motivational tools like contests etc and ensure linkages b/w performance and reward.
- Meeting / delivery of Revenue Plan for telesales set up
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 Financials & MIS Forecasting sales volumes (Revenue & Premium) from the telesales unit wrt productivity
Ensure lead / meeting tracking & timely reporting through MIS
- Publish dashboards on per seat utilization wrt productivity at regular intervals
KRA4 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 vendor’s end for the telecallers
KRA5 Telesales Management & Productivity Tracking Setup and streamline telesales structure for optimum manpower / capacity utilization.
Work closely with HDFC bankers for channel support and management.
Performance management and productivity tracking at vendor unit.
Cross checking and verifying the vendor bills.
Ensure telecalling vendor’s lead and productivity tracking, ensure timely feedback and work on productivity enhancement.
Work with HDFC product/ BSLI team to develop motivational tools like contests etc and ensure linkages b/w performance and reward.
- Meeting / delivery of Revenue Plan for telesales set up
KRA6 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
KRA7 Financials & MIS Forecasting sales volumes (Revenue & Premium) from the telesales unit wrt productivity
Ensure lead / meeting tracking & timely reporting through MIS
- Publish dashboards on per seat utilization wrt productivity at regular intervals
KRA8 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 vendor’s end for the telecallers
