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




- 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 (Coimbatore)
🏢 PNB Metlife
📍 Coimbatore