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 Engaging 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 current product, schemes, clubs, etc. (using FLS as key point of contact).

Vi

📌 Abm Ratlam (India)
🏢 Financial services
📍 India