:

: 1 Impact on the Business / Function • To achieve BDO wise targets.(New & Customer Retention) • To achieve desired Agent/ partner Activation targets.

- To create a healthy Product Mix with traditional >50% • To create a healthy pool of lead generators across defense territory 2 Customers / Stakeholders • Provide support to agents and lead generators at the ground level. Make joint Field calls and motivate them to achieve targets.
- Provide support and training for timely Submission, Pendency, and Issuance management.
- Conceptualize and implement local business development initiatives for lead generation and focused sales.
- Provide key inputs on business health to agent partners and agree on tactical initiatives to increase lead generators & their contribution.



3 Leadership & Teamwork • Liaise with colleagues across the country to imbibe best practices 4 Operational Effectiveness & Control • Manage Persistency at 85% • Ensure timely submission of applications at HUB locations • Manage FTRs within 2% and thereby reduce Issuance TATs IV.

Key Performance Indicators

Financial • Achieve current business premium as per AOP targets rolled out by Sales and defined SFM • Achieve Traditional Product Mix target • Achieve Customer Retention targets for the portfolio.

- Achieve targets as prescribed for individual BDO/ self target • Ensure timely PIR reporting and NIL PIR pending Customer • Ensure Customer Complaints <=1% of book • Achieve defined metrics as per Sales Force Management process/guidelines Process • Ensure FTR at defined percentage.
- Ensure Customer Retention at defined percentage

📌 Senior Associate (India)
🏢 Canara HSBC Life Insurance
📍 India