Recruit and Activate advisors as per plan (activation on a monthly basis)
Ensure Active Advisor productivity is maintained as per the plan.
Establish interpersonal business relationship to facilitate work activities.
Conduct meeting with reporting agents on an ongoing basis to evaluate their performance
and advise them on the same. (ensure that they meet the Career Progression from TA's to
SA's and AO's as per the Agency)
Generate revenue and acquire new customers either face to face or digitally.
Review with reporting manager on a weekly basis
Attend all meeting and training programs conducted by management
Ensure 2 joint calls are made on a daily basis
Comply with all the policies and procedures laid down by the company
and
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to
generate a bigger prospect base.
Maximize virtual connects with the qualified prospects using various digital platforms along with other social
media platforms.
Adopt need based selling (Tailor make recommendation based on customer's profile) and assist and coordinate
with customers to facilitate smooth policy insurance.
Rigorous and timely follow up on all prospects that are in work in progress stage.
Update prospect information and track performance on lead management system (LMS) / VYMO
Ensure that all procedural requirement for policy issuance are complete and correct.
Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete
information on products to all customers to show transparency.
