Location Name: Mehsana
Job Purpose
Will be responsible to design and institutionalize best-in-class processes around Sales Compliance for multiple products across Rural Business. Goal will be of reducing incidents of compliance by continuously highlighting areas of lapses and implementing remedial measure to eliminate the same.
Duties And Responsibilities
- Identifying key triggers for sampling
Understand different parameters and areas where lapses are possible, thereby identifying triggers on SFDC which can provide better catch rate. This is a key productivity management activity.
Once identified, creating SFDC reports for these triggers so that daily cases can be pulled without much delay
Allocation of these cases for sampling ss per the trigger specific team member
Updating customer calling script according to the trigger identified
Allocate data for everyday sampling to ensure efficient product level coverage as agreed with business
Ensure >95% coverage of all locations and managers every quarter – SLA agreed with business
Ensure >= targeted sampling count for the month, according to quarter plan
Execute special projects as received from Exe. VP / CBO / BH
- Quality check on defect findings
Do sample cross checking of recordings related to the lapses found by team. This ensures only the right catch is passed on to field as a lapse
Use the sampling call recordings as a tool to guide team for quality improvement
- Business communication and rebuttal management
Daily/Weekly/Monthly Catch Report shared with Field team. Schedule calls & personal meetings with ZSM / NSMs / BH to update on lapse trends and suggest remedial actions
Ensure timely reverts to all communication received from business with supporting facts
Valid rebuttals to be updated and sampling team to taken through the same with focus on avoiding such mistakes in future
After month end and post sharing final report, close coordination with product managers for actions to be taken
Releasing warning letters to FTE with help of HR team
Coordinating with Staffing team for off role actions
Confirmation to be taken on each action item and saved for future reference
Monthly updation of repository file to enable quick retrieval of data for MD / President / VP reviews
Responsible for crosschecking the accuracy of repository
Clubbing actions of RCU and Compliance to present a consolidated repository of lapses and actions taken for each individual
- Team management & development
Carry out regular calls with team for training and new idea generation
Connects for both personal and professional issues
Providing them ideas and challenges to learn new about systems & applications
Key Decisions / Dimensions
Following Decisions Are Taken By The Role
Severity of lapses which ultimately defines the action to be taken
Increasing / reducing sampling on particular product / location, basis available trends and productivity considerations
Major Challenges
Aligning business with actions to be taken in case of a lapse.
Ensuring all actions are executed within the defined TAT
Required Qualifications And Experience
- Qualifications: Graduate / Post graduate
- Work Experience
Minimum 6 Years Of Work Experience
5+ years of experience in managing sales in Term loan products / Financial products preferably in tier 2/3 towns