Job Purpose
To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.
Job Context & Major Challenges
Performing despite unethical market practices prevailing in the market
Retention of the Quality Sales Force owing to stiff competition
Ensuring the quality of new advisors who are being introduced in to the system because its practically not possible to meet each and every advisor getting recruited.
Equipping the recent advisors with proper knowledge owing to poor turnout in training programs
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, new premium, persistency of business.1. Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO
2.
Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers.
3. Ensure implementation of the plans & monitor same to ensure successKRA2Promote productivity of the field force through effective people management.1. Ensure regular training of advisors and provide latest input given by company to them.
2. Discuss with them the promotional infrastructure decided by company and have review of their progress in terms of competition, activisation and club membership.
3. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs etc.KRA3Ensuring persistency of the business in order to ensure enhance business goals.
1. By doing random quality checks on the business sourced to maintain desired persistency levels.