Sales Performance Tracking
Maintain daily Lead Trackers and F2F Meeting Trackers comparing targets versus actual achievements for AM/AAM (Area Managers/Assistant Area Managers)
Monitor "No Zero Day" performance to ensure consistent daily sales activity across the team.
Update business performance metrics twice daily at the Zone and AM/AAM levels.
Product & Portfolio Management:
Generate daily reports for Lending Products (logins vs. disbursements) and Broking Account MIS.
Provide a daily summary of Insurance Policies and premium amounts collected.
DRA and Account Opening reports on an FTD, MTD, and YTD basis.
Team Activation & Hiring:
Monitor internal contest updates and appreciation Mail sent to high performance
Compliance, Field Verification and Stakeholder Reporting:
Deliver comprehensive Partner-wise reports (YTD/MTD) to senior management.
Provide real-time updates on lead status.
📌 Operations Executive Maharashtra (India)
🏢 Aditya Birla Group
📍 India
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