The purpose of this job is ensure achievement of business targets and enhancement of profitability of the assigned branch by providing effective leadership, planning resources, monitoring people performance & market changes & ensuring timely operations support to ensure smooth functioning.
It also includes distribution building, retail development and recruitment of FLS and Advisors
• 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 good sales practices.
• Mentor, coach,
and handhold FLS by observing and demonstrating sales/recruitment calls.
• Maintain the Sales Report on Introduction and Issued Business• 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.
• Manage sales force attrition as per bench mark.
• Maintain quality of business for better renewals.
• Ensure reaching of communication to the advisors of his team about recent product, schemes, clubs, etc. (using FLS as key point of contact).
Visit top advisors in regular intervals.