Emerging Markets

SAM EM-Emerging-Kanpur:
Location: 40UPKAN01, Kanpur

Key Result Areas

Supporting Actions

To recruit valuable quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company.
Create P 400s to identify probable list to pitch the career.
Daily calling and fixing recruitment appointments and Scout for potential who can be effective advisors
Make presentation on Career as an insurance advisor
Follow-up for obtaining necessary documentation regularly
Make sure that the advisor attends the training program & IRDA examination to acquire appropriate licensing.

Ensure that the advisors achieve business targets set for them.
Educate the advisor on the following
value proposition and create WIFME
compliance policy
Advisor compensation
Do a goal setting on the advisor’s yearly/ monthly earning and draw up a monthly input /output plan
Break down the plan according to the potential of the insurance advisors




Keep the advisors motivated and on the job by daily/weekly/monthly/quarterly engagement initiatives.
Help sort out any problems faced by the advisors
Review the plan weekly/monthly
Assess training needs and train the advisor as and when required.

Provide on the job training & manage and monitor performance of Advisors so that they can achieve their goals.
Accompany the advisors on joint calls
Support advisors in designing solutions and advise customers
Making sure that the advisor is learning on the job
Prepare the advisors by having them to give dummy presentations to test their level of selling skills
Identify and motivate advisors for club membership. Etc
Monitor, review and guide their performance periodically
Ensure retention, adhere to productivity bench marks of advisors
Ensure participation of advisors in training and other developmental interventions
Have business related issues solved at branch level through RM or Operation st

📌 Sam Em Emerging Kanpur (India)
🏢 Aditya Birla Capital
📍 India