2 Jobs in Jagtial

Sales Manager : Home Loans For a leading Housing Finance Company

Jagtial, Andhra Pradesh Skill Ventory

Posted today

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Job Description

Roles and Responsibilities Meet customers on builder/ developer site locations and pitch
our loan product offerings to themMeeting with DSA's an other channel partners. Conduct marketing, sales & brand building activity to attract
new customers.
Sanction & disbursement of files per month as per the targets
assigned
Carry out the pre and post-loan activities related to the home
loans, meaning: acquisition of new clients and maintenance of
renewal clients, financial analysis, initial risk assessment,
presenting the loan applications to the Sanctioning team,
portfolio administration, prioritizing the repayment of loans to
preserve the portfolio quality.
Getting legal, credit and technical documents completed for the
loan proposal and resolve customers’ queries.
Inform potential clients about the requirements, T&C of the
home loan product, the procedures to obtain a loan, the
importance of the payments on time, the penalties system in
case of not paying on time, insurance, etc.
Inform the client about the Credit decision on their application


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Training Manager - Agency Training

Jagtial, Andhra Pradesh Tata AIA Life Insurance

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Job Description

A Position Overview

Position Title

Branch Trainer-Manager

Department

Agency Sales training

Level/ Band

401/Manager

Role Summary : Conducts training as per the defined levels for the assigned channel.manages and develops assigned trainers and TOs and manages and executes training schedules for the location.

B Organizational Relationships

Reports To

Cluster Training Manager

Supervises

Direct: Assigned trainers and TO’s

Indirect: IRDA Training Institutes in the zone

C Job Dimensions

Geographic Area Covered

Stakeholders Internal

City Heads Training, Trainers, Training Service Providers, Agency Managers, Regional Development Managers in their Zone

External

IRDA Training Institutes , Suppliers

D Key Result Areas

Organization process

Key contributions

Critical Responsibilities

·Training as per assigned Channel

ØAgency: All Levels ;

ØBA all Levels

ØCorporate Agency Channel: Level 2, Level 3 and Level 4

ØBank Assurance: Level 1, Level 2, Level 3 and Level 4

ØBroking: Level 2 and Level 3

·Manage the local training resources and training schedule

·Manage & Develop assigned Trainers and TO’s on a day to day basis

Primary Responsibilities

·Delivering Induction Training and development workshop for New agents, New Generation premier Agents and existing Premier Agents to build their capabilities in selling skills to make them capable to prospect, Take new appointments, open new calls and close the call by handling objections.

·Delivering IRDA refresher Training with minimum 90% Pass%

·To announce monthly training schedules by the 5th of ever month

·To ensure training records are maintained and updated constantly

Risk

·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

E Skills Required

Technical

§Training Skills and workshop delivery skill

§Product knowledge

Behavioral

§Facilitation skill

§Team Management

§Leadership skills

§Communication skills

§Trainer observation skills

Essential

Desired

Facilitation Skill

·

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Teamwork Skills

·

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