Key Result Areas
Supporting Actions
Ensure budgeted capacitation of FLS & achieve assigned business target by ensuring performance of assigned FLS with respect to recruitment of Advisors & achievement of business targets.
- Recruit quality resource
- Ensure performance standards of recruitment, activation, policies & premium are met by the assigned FLS
- Maintain the profitability of the branch
- Keep track on Advisors Contest and Clubs
- Keep track on various training needs.
- Sharing positive sales practices.
- Mentor, coach, and handhold FLS by observing and demonstrating sales/recruitment calls.
- Maintain the Sales Report on Introduction and Issued Business
- Create effective engagement interventions at the branch level to ensure high levels of activity & delivery
- Conduct periodic reviews to monitor the key business levers and take corrective action where necessary
- Carry out goal setting exercise with his team enabling the FLS team to deliver the expected productivity & subsequently leading the team to progress to next progression level.





Drive implementation of agency initiatives aimed at improving sales productivity across all FLS.
- Ensure daily adherence of sales process by way of effective planning and review.
- Ensuring sales progression of the FLS by reviewing and Motivating team for setting higher performance standards
- Driving activities leading to maximum FLS incentive earning.

Ensure renewal targets are met and business health for the allotted branch so that functional goals are achieved.
- Manage sales force attrition as per bench mark.
- Maintain quality of business for better renewals.

Relationship Management (Internal & External) to drive performance.
- Maintain healthy & cordial relation with team of Agency Managers as well as all concerned departments.
- Maintain one to one contact with all advisors.
- Ensure reaching of communication to the advisors of his team about new product, schemes, clubs, etc. (using FLS as key point of contact).

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📌 ABM - Ratlam
🏢 Financial services
📍 Ratlam