- Developing of the monthly, quarterly & annual business plans & identification of short & long term focus areas
- Ensure timely communication and discussion on targets assigned
- Conduct periodic review of the plans to identify gaps and incorporate changes due to prevalent market conditions/business performance
- Understand market dynamics and offering of other providers
- Gain market intelligence
- Put in place strategies to tap market potential
- Ensure recruitment of advisors in the areas having unexploited potential
- Plan to build brand awareness for future businesses
- Plan people capacity for the region to meet the Topline targets
- Focus on creating pipeline of leads to increase number of touchpoints and therefore secure deeper market penetration
- Capture client visit to identify conversion ratio and publish the same along with incentives
- Conduct daily huddles leading to knowledge sharing and increased engagement
- Conduct periodic reviews and take corrective action where necessary
- Ensure tight control on cost aspects to drive better profitability
- Put in place proactive checks and balances to enhance the quality of business
- Conduct periodic reviews and audits
- Take corrective actions as and when any malpractice/market conduct issues are found
- Monitor & take necessary corrective action to ensure high levels of persistency
- Ensure uniform understanding & communication of Sales Progression across the team
- Plan and schedule periodic Training programs for self and team development
- Ensure continuous on the job training and facilitate skill enhancement of team members
- Recruit best talent from surrounding markets
- Coach and Develop team members
- Build People capability