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 workplace.

• Making effective sales presentations and closing deals.

• Identifying potential customers and new 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