:

Impact on the Business • To Achieve channel wise targets.(Current & Customer Retention) • To Achieve desired Branch & LBS Activation targets.

- To Create a healthy Product Mix with traditional >50% • To Create a healthy pool of lead generators across branches.
- Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM • Achieve Traditional Product Mix target • Achieve Customer Retention targets for the portfolio.
- Achieve targets as prescribed for RM activation (HSBC) & Branch/LBS activation for Canara/HSBC • Ensure timely PIR reporting and NIL PIR pending Customers / Stakeholders • Coordination with BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.
- Conduct training and guide team 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 Branch Heads and agree on tactical initiatives to increase lead generators & their contribution.
- Ensure Customer Complaints <=1% of book • Achieve defined metrics as per Sales Force Management process/guidelines Leadership & Teamwork • Liaise with colleagues across the country to imbibe best practices Operational Effectiveness & Control • Ensure timely submission of applications at HUB locations • Manage FTRs within 2% and thereby reduce Issuance TATs • Manage Persistency at 85% • Ensure FTR at defined percentage.
- Ensure Customer Retention at defined percentage.

Duties:

Is knowledgeable of product, industry norms, financial markets, regulatory norms, channels, emerging trends, new developments & applies the knowledge to enhance business prospects, understand problems & provides proactive solutions basis his specialized knowledge, is a process & product champion

📌 Associate (Haridwar)
🏢 Canara HSBC Life Insurance
📍 Haridwar