4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)

Key Result Areas

Supporting Actions*

Driving sales via Various channels for group sales
Initiate and maintain continuous interaction with brokers and other intermediaries
Obtain quote request from market & Deliver them on time to the client/partners
Weekly tracking of business growth. Seeking support from various stake holders towards closure of business

Partner engagement
Understand market dynamics and offering of other manufacturers to the channel partners
Drive channel strategy as per cos directives to increase revenue growth in profitable segments (like SME and creditor) / large clients
Take regular feedback from channel partners to innovate products and solutions at an organizational level




Pursue client specific requirement along with channel partners to support conversion

Track channel profitability

P & L
Working with product team to focus on conversions and retention of profitable clients
Create additional profitable revenue streams basis recent trends in the employee benefit space
Responsible for driving segmented business and profitability to ensure achievement of target business numbers like SME and creditor.

Renewal persistency
Decoding client’s requirement, pain points and chance areas
Providing need based solutions to clients to increase stickiness.
This would involve building & strengthening relationships across the various stakeholders within the company, within the concerned partner for the account as also within the internal stakeholders in the co. to ensure that the offering we propose, meets their expectations.

📌 Management Trainee Group Sales Broking, Pune Maharashtra
🏢 Financial services
📍 Maharashtra