Direct Channel :Increase top of the funnel by driving periodic BTL activities to generate the prospect base through natural market, RD support & corporate work sites
To contact the qualified prospects on an ongoing basis to maximize face-to-face meetings with the prospects
Adopt a need based selling approach (basis the financial Needs Analysis), catering to the customer's profile and his/her needs
Rigorous & timely follow- up on all prospects that are in the work in progress stage. Update & enrich prospect information in the leads Management System (LMS) / VYM)
Agency Channel :Primary Responsibility is to recruit agents as per plan & activate agents on a monthly basis as per given plan .
Ensure Active Adviser productivity is maintained as per the plan Understand, Monitor & Develop the Agents and ensure that they meet the Career Progression from TA's to SA's and AO's as per the Agency
Generate Revenue and Acquire Current Customers for Life and Non Life Division , ensure Non Life Revenue is at 30% of the Life Revenue Target