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
Duties:
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
5. Maintain healthy relationship with bank staff
and ensure support for FLS at Branch level
6. Engage with Branches and influence and
support them for driving insurance business.
7. Cross functional engagement within CHL with
Business Development,EIMA, Training &
operations for ensuring support to LBS and
FLS
8.Strategize and Plan to ensure business
delivery through Activity management and
other initiatives
9. Business Reviews with Channel and with
team for understanding gaps and ensuring
support for fixing these gaps
10. Industry/competition knowledge and
countering with strengths that we have in
CHL
11. Create an environme