CBH - Banca (Chikodi)

CBH - Banca (Chikodi)

06 Sep
|
Skywings Advisors
|
Chikodi

06 Sep

Skywings Advisors

Chikodi

Principal Accountabilities: Key activities and decision making areas

- Plan daily goals both for the team as well as individually & work towards achieving them.
- Hiring of the Sales team.
- Managing sales in a result-focused environment.
- Making effective sales presentations and closing deals.
- Identifying potential customers and recent business opportunities.
- Constantly liaising with other departments for smooth functioning.
- Maintaining own awareness of product in order to sell effectively.
- Identify competency gap and scheduling of refresher training.
- Maintaining daily, weekly & Monthly MIS

Typical Targets and Measures

- Daily monitoring with all Teams

(Relationship Managers) about yesterdays performance &

today's targets.

- Premium per executive, per week
- Conversion rate,
- Product Mix
- persistency,
- retention of team
- and a high % of executives exceeding planned productivity standard

📌 CBH - Banca (Chikodi)
🏢 Skywings Advisors
📍 Chikodi

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