Develop a plan comprising;
HNI prospects
Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills
Monitor the SM / RDM skill transitions, validate skill transitions of SMs / RDMs and coach ABM / BRDM on the gaps in areas of SM / RDM development
Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs
Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month
Control execution of plans as per above.
Maintain a check on business health parameters such as Persistency, LA Commission, Product Mix, Claims, ECS / SI percentage and take corrective actions.
Preferred candidate profile
📌 Branch Manager Agency Channel Pune
🏢 Kotak Life Insurance
📍 Pune
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