Nurture and grow franchisee allocated with support of team of direct reportees (FLS) & LBS.

Key objective being growth in Current Business and retaining existing business while ensuring adherence to quality

standards and process, policies and guidelines defined by the organization.

As a CBH individual will own the span of Branches within a Regional office in defined territory. He/she will be

responsible for increase in Franchisee size by ensuring increase in number of Licensed Branch Staff and

motivating convincing and influencing them to offer life insurance solutions to their customers for their financial

needs. To achieve this he/she will need to understand channel dynamics in given territory and formulate

strategies for garnering support and buy in from channel partner.





CBH is also responsible for helping his RBH to maintain relationship with Senior management at Region offices

however not required to coordinate directly with RO

Profitable franchisee.

1. Achieving defined number of LBS in

Franchisee

2. Activate Branch & LBS and achieve desired

productivity from active LBS as per plan

3. Engagement & Activity Management –High

engagement levels to be maintained at

Branch levels with support from ISM.

4. APE – new business growth as per AOP

5. Renewal book/Persistency – maintain

desired level of First Year and overall

persistency across channels

📌 Cluster Business head- Cross sell (Mangalore)
🏢 Skywings Advisors
📍 Mangalore