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PRINCIPAL ACCOUNTABILITIES: KEY ACTIVITIES AND DECISION-MAKING AREAS:
To Achieve channel wise targets (Recent & 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