Job Purpose

The purpose of this job is ensure achievement of business targets and enhancement of profitability of the assigned branch by providing effective leadership, planning resources, monitoring people performance & market changes & ensuring timely operations support to ensure smooth functioning.

It also includes distribution building, retail development and recruitment of FLS and Advisors

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1• Recruit quality resource

- Ensure performance standards of recruitment, activation, policies & premium are met by the assigned FLS
- Maintain the profitability of the branch
- Keep track on Advisors Contest and Clubs
- Keep track on various training needs.
- Sharing positive sales practices.
- Mentor, coach,



and handhold FLS by observing and demonstrating sales/recruitment calls.
- Maintain the Sales Report on Introduction and Issued Business• Ensure daily adherence of sales process by way of effective planning and review.
- Ensuring sales progression of the FLS by reviewing and Motivating team for setting higher performance standards
- Driving activities leading to maximum FLS incentive earning.
- Manage sales force attrition as per bench mark.
- Maintain quality of business for better renewals.
- Ensure reaching of communication to the advisors of his team about new product, schemes, clubs, etc. (using FLS as key point of contact).

Visit top advisors in regular intervals.

📌 BM_Agency-B (India)
🏢 Financial services
📍 India