1) Job Purpose
The purpose of this job is to manage a team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head to make the branch a profit centre and to achieve annual business targets.

2) Dimensions
What are the areas (in quantitative terms) the job has an impact on?

Dimension
Remarks
Manpower (Nos.)
8 to 10 AMs
Annualised Premium (in Cr)
50 Lac to 1.5 Cr
Policies (Nos)
100 to 500
Net Annualised Advisor Commission (NAAC) (in Cr)
10 Lac to 30 Lac
Persistency
85%
13 month Rolling Premium Persistency
Sales Progression
Maintain 30% of sales progression in the team
Licensing
Create distribution as defined in the targets

3) Job Context & Major Challenges
(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?

Key Challenges for the role –
Unavailability of Quality Manpower in terms of Agency Managers and advisors, Retention of Quality Manpower
Licensing of Advisors – Pass Percentage is very low,



getting examination dates for Online Examination is very difficult.
Fluctuating market condition
Delay in completion of business during month end as it involves the long process to issue the policy (starting from policy receipting, scanning, completing requirement, medical follow ups and finally the completion).
Infrastructure constraints
Ensuring that business is carried out as per the compliance & regulatory setting

Accountability
Supporting Actions

4) Principal Accountabilities

Ensure performance of assigned Agency Managers with respect to recruitment of Advisors & achievement of business targets.
Recruit quality resource
Ensure performance standards of recruitment , activisation , policies & premium are met by the assigned agency managers
Maintain the profitability:

Of the advisor
Of the Branch.
Keep track on Advisors Contest and Clubs
Keep track on various training needs.
Sharing valuable sales practices.
Provide suppor

📌 Dsf Bm Ultadanga (India)
🏢 Financial services
📍 India