Job Description

Key Responsibilities:

1. Business Delivery
- Drive achievement of premium targets (WANBP/ Renewal) for the office
- Translate business goals into clear input activity plans for Professional Sales Managers & Professional Wealth Managers as per matrix
- Ensure persistency, quality of business, and profitability metrics are met
2. Agency Channel Development
- Ensure quality agent recruitment
- Monitor activation and productivity
- Support onboarding
- Drive retention and engagement
3.Input Activity Management
- Define and track input metrics: recruitment interviews, activations, productivity, meetings, pipeline
- Ensure healthy funnel of agents and opportunities
- Conduct daily/weekly reviews
- Drive discipline in activity reporting
- Identify gaps and implement corrective actions




- Institutionalize robust review rhythm
4. Team Leadership & Development
- Lead, coach, and mentor Sales Managers
- Improve conversion efficiency
- Conduct performance reviews
- Build high-performance culture
5. Sales Governance & Compliance
- Ensure adherence to policies
- Maintain sales quality
- Monitor documentation and audits
- Prevent mis-selling
6. Operational Excellence
- Oversee branch operations
- Coordinate with internal teams
- Maintain infrastructure and service standards
- Resolve escalations
7. Stakeholder Management
- Collaborate with stakeholders
- Build agent relationships
- Represent organization locally

📌 Agency IH (Kolkata)
🏢 PNB Metlife
📍 Kolkata