Senior zonal training manager-dsf mumbai metro

Job Purpose

To ensure best in class customer and sales experience by ensuring end to end superior service delivery, effective monitoring and supervision and control multiple geographies across states as per business requirement, identify processes gaps, analysing, researching and recommending improvements for current systems and processes thereby ensuring stability of processes and smooth operations. To drive cross selling across ABC products/solutions in the region as per agreed zonal plans and unique client requirements.

Job Context & Major Challenges

Keeping abreast of regulatory, product, policy and system changes. The challenge is to overcome Systems and infrastructure constraints (particularly in small towns) in the smooth processing of pre & post issuance & accounting operations in a high growth and fluid environment. Assess and manage resource allocation in an environment of frequent changes in business rules, regulations and increasing volumes. 73% of branches are working with single resource – Managing absenteeism and deputation is a key challenge, especially branches being spread far and wide across the state. DSF has a Pan India presence of Sales & distribution team. Considering the fact that the field requires support on the fly, branches have to actively coordinates with the central teams to provide prompt and accurate support. Banca & CAB Channels works with Banks, Corporate agents/Brokers respectively. Within CAB each of the channel partner types have different models of business. Understanding this vast array of business models and processes, give regular training to CSEs and monitor their process understanding is a key challenge. Managing and delivering on the high expectations of SHNI & HNI customers as well as addressing requests for exceptions to processes. Managing expectations during month ends & year ends (fluctuations in volumes). The challenge is to ensure that service standards are met in a consistent manner in spite of spikes in volumes. Continuous review of processes and first level approval of deviations of a minor nature from standard process and practice. Handling Sales behaviour effectively in order to ensure compliance to internal and external guidelines. Skilling team members in diverse and complex processes and ensuring productivity immediately on joining. Motivating and monitoring activities of team members to raise the bar for performance to meet tight delivery deadlines, within systems and infrastructure constraints. Providing a single window service to the high priority clients requires multi skilling of team members thereby ensuring all team members can process a variety of requests independently. Keeping abreast of cross business product & policy to be able to generate value for ABC and not ABSLI alone.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 New business - Policy Issuance, Servicing – Revenue Generation, Revenue Conservation & Financial Process Control 1.Maximize Business conversion ( Issuance %) all channels by Achieving 92 % login to issuance conversion on monthly basis on NOP & FP (net of Leakages & rejections)3.Establish adequate follow-up mechanisms and monitor the same at the branches to increase the Issuance to Submission Ratio as per targets. 4.Implement & Establish controls and quality checks at branches and monitor the same at the branches, lowering New Business & UW discrepancies vis-à-vis set benchmarks. 5.Put in place mechanisms to minimize New Business Leakages in form of CD / FL / Rejections 6.Collaborate with Branch / HO teams for implementing new processes which are initiated to ensure process compliance.7.Ensure adherence to laid down accounting procedures and complete documentation is done in the required form within timelines. 8.Provide adequate support in decentralization objective of the company. 9.Act as whistle blower for the branches under purview. Ensure High level of FTR in respect of all transactions/request sent to central teams both in Issuances & processes with 100% closure for Query/Resolution/Complaints KRA10 Admin/ front office and sales support activities for branches which have only one CSE and no Sales Support Executive. 1. Ensure that the CSEs in branches are adequately trained to execute additional responsibilities of admin and sales support effectively. 2. Seek reports on the admin, front office and sales report activities on a regular basis 3. Monitor performance of these executives and seek feedback from Branch Heads to enhance performance. 4. Ensure adherence to cost effectiveness and internal guidelines while ensuring delivery of these responsibilities.