Designation: Manager

Location: India Maharashtra ABHI-Pune

Organization: Financial Services

Job Description:

4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)

Key Result Areas

Supporting Actions

Planning & developing monthly, quarterly & annual business plans & accordingly fixing the business strategy for specified region/s

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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

Identify business opportunities through market intelligence & penetrate in underdeveloped market to enhance distribution reach and profitability for the channel

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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

Drive & deliver sales and profitability targets of the region to capture market share and deeper brand penetration.

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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

Ensure high levels of quality in business sourced

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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

📌 Area manager HDFC Tele-Pune (Maharashtra)
🏢 Aditya Birla Group
📍 Maharashtra