Job Description

1) Job PurposeTo drive annuity and PMF transfer business from government and PSUs. To ensure all pre and post sales support and services to the clients. Maintain, track and create MIS for sales tracking purposes. Maintain and building Relationship with Nodal officers to ensure swift and hassle-free approvals of exit processes.
2) Dimensions
What are the areas (in quantitative terms) the job has an impact on? DimensionRemarks1.FYP Targets~ Rs. mn 2.NOP Targets~ 600
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

- To drive annuity and PMF transfer products skills to retiring customers through data obtained from NSDL
- To maintain and build relations with Nodal Officer and connect with customers obtained from Nodal Office and government office
- To ensure swift and hassle-free approvals for faster lead conversion
- Ensure end to end journey and issuance is done for customers

4) Principal AccountabilitiesAccountabilitySupporting ActionsTransfer of PFMs and Provide retirement solutions

1. To ensure building and maintaining relationship with Nodal officers
2. To transfer fund from exiting NPS subscribers and selling annuity to retiring customers
3. Provide the company solutions for PFM transfer and as an ASP to retiring / close to retiring customers

Achieve Targets related to Premium and NOP in order to contribute to overall growth of the company

1. Periodically monitor and review performance on the assigned topline and annuity products
2. Aggressively driving all the RnR activities running by the organisation.





Executes smooth function of the sales and other processes in order to maximise business potential.

1. Reaching out to HR of concerned organizations and setting up meeting with reporting managers
2. Converting leads transfer and of retired personnel into prospective clients
3. Engaging Nodal Officer on monthly basis by visiting them at office within a defined territory and setting up meetings with all concerned personnel.
4. Cater services to pre-existing customers
5. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

Ensure relevant people in the right place right time in order to maximise the productivity

1. Understanding the strength of the resource and depending on that allocating job responsibility and territory of sales
2. Evaluating the prospect of each business unit and allocating targets as per that.

Execute the right method of business acquisition in order get the correct product sales for the organisation

1. Sourcing PSUs, government offices within vicinity
2. Build relationship with concerned Nodal Officers to ensure leads are converted without delays/disapprovals
3. Scrutinise the business on regular basis and give the relevant information to superiors
4. Achieve targets as per the company norms so that leads are converted swiftly and efficiently
5. To keep track and maintain MIS and dashboards of annuity data

5) Relationships (If Applicable)InternalFrequencyNatureSupport Executives
Issuance Coordinator
Client ServiceDaily
Regularly
As and When Required
Daily
As and When Required
To Log-in and receipting Policies.

To Ensure the policies are Issued on time.

Kindly connect with - Mitisha : (phone hidden)

📌 Territory Manager - Pension (Maharashtra)
🏢 Sun Life
📍 Maharashtra