Ensure budgeted capacitation at branches & achieve business targets assigned for the area through & with BM to meet the functional goals. | - Assist & guide the Branch Managers in proper recruitment of the Front Line Sales Force
- Ensure execution of an aggressive distribution creation strategy to acquire requisite number of productive agents from a crowded market to achieve targeted market penetration
- Monitor the status of the budgeted capacity vis--vis the actual strength on board
- Assist & guide on the profiles of the recruited candidates for insurance advisors
- Carry out goal setting of each individual for month, quarter & year
- Plan sales strategies by analyzing performance of various branches and deploying appropriate focus to enhance sales in all.
- Create effective engagement interventions at the regional level to ensure high levels of activity & delivery
- Conduct periodic reviews to monitor the key business levers and take corrective action where necessary
- Review the progress of the Front Lines Sales team on the assigned goal sheet.
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Drive implementation of agency initiatives aimed at improving sales productivity across the assigned branches. | - Ensure daily adherence of sales process by way of effective planning and review.
- Ensuring sales progression of the regional sales by reviewing and Motivating team for setting higher performance standards
- Driving activities leading to maximum incentive earners at FLS & BM levels
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Ensure Training & Development for the Sales Force in the assigned territory to enhance skill development. | - Identify the training need & collaborate with the training team to ensure that the timely training of the Agency Managers
- Identifying the training need & timely preparation of the training program for the advisors
- Fulfill the training needs of the Branch Managers in collaboration with the sales training team.
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Maintain relationship with the top advisors of the branches/area to enhance motivation levels. | - Regularly meet the top advisors of his branches/area.
- Maintain good relations with the top performers/club members.
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Track attrition and renewal to achieve business health for the area. | - Mentor motivate value adding the Sales forces.
- Ensure a high percentile of premium through analysis and product mix.
- Ensure profitability by implementing new cost optimization initiatives rolled out by the Regional Manager or above.
- To ensure delivery of unique consumer value proposition by ensuring enabling framework for the area sales force
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Ensure that business is done in ethical manner and customer's and organisation's objectives are met. | - Ensure that the business activities are carried out as per the compliance & regulatory guidelines laid by the company
- Put in place checks and balances to control the quality of business
- Take corrective actions as and when any malpractice is found
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Identify business opportunities through market intelligence & penetrate in underdeveloped market to enhance distribution reach and profitability for the assigned territory. | - Put in place strategies to tap potential market.
- Ensure recruitment of advisors in the areas having unexploited potential
- Enhance brand awareness in underdeveloped areas for future business
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Maintain harmony with other departments for smooth functioning & better productivity of the area & organisation. | - Have regular meetings/discussions with training / underwriting/client services/HR/Compliance /Planning & Finance to understand their expectations & share requirements.
- Partner with other departments to ensure sales support.
- Manage and resolve escalations.
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Team Development | - Ensure skill enhancement of team members through continuous on the job training.
- Coach and Develop team members
- Develop a second line of leaders within the sales function.
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