:

PRINCIPAL ACCOUNTABILITIES: KEY ACTIVITIES AND DECISION-MAKING AREAS:

- To Achieve channel wise targets (New & 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 TYPICAL TARGET AND MEASURES:
- Achieve recent 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 Branch/LBS activation for bank • Ensure timely PFR reporting and NIL PIR pending • Ensure Customer Complaints <=1% of book • Achieve defined metrics as per Sales Force Management process/guidelines CUSTOMERS/STAKEHOLDERS:
- Provide support to BM/LBS 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 Branch Heads and agree on tactical initiatives to increase lead generators & their contribution

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