Ensure budgeted capacitation of FLS & achieve assigned business target by ensuring performance of assigned FLS with respect to recruitment of Advisors & achievement of business targets. |
- Ensure performance standards of recruitment, activation, policies & premium are met by the assigned FLS
- Maintain the profitability of the branch
- Keep track on Advisors Contest and Clubs
- Keep track on various training needs.
- Sharing good sales practices.
- Mentor, coach, and handhold FLS by observing and demonstrating sales/recruitment calls.
- Maintain the Sales Report on Introduction and Issued Business
- Create effective engagement interventions at the branch level to ensure high levels of activity & delivery
- Conduct periodic reviews to monitor the key business levers and take corrective action where necessary
- Carry out goal setting exercise with his team enabling the FLS team to deliver the expected productivity & subsequently leading the team to progress to next progression level.
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Drive implementation of agency initiatives aimed at improving sales productivity across all FLS. | - Ensure daily adherence of sales process by way of effective planning and review.
- Ensuring sales progression of the FLS by reviewing and Motivating team for setting higher performance standards
- Driving activities leading to maximum FLS incentive earning.
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Ensure renewal targets are met and business health for the allotted branch so that functional goals are achieved. | - Manage sales force attrition as per bench mark.
- Maintain quality of business for better renewals.
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Relationship Management (Internal & External) to drive performance. | - Maintain healthy & cordial relation with team of Agency Managers as well as all concerned departments.
- Maintain one to one contact with all advisors.
- Ensure reaching of communication to the advisors of his team about new product, schemes, clubs, etc. (using FLS as key point of contact).
Visit top advisors in regular intervals. |
Drive local sales promotion effort for to support team members in achieving business targets | - Anticipate sales promotion opportunities in the area of operation and devise innovative promotional activity.
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Ensure Risk Management as per company policy. | - Be responsible for the market conduct of the assigned agency managers and the advisors in their team
- Carrying out the business activities as per the compliance & regulatory environment.
- Ensure (by doing basic screening & basic sanity checks) the applications that healthy
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Ensure compliance objectives and regulatory norms are achieved as per defined organizational guidelines. | - Ensure communication of compliance norms to all concerned employees
- Develop deviation metrics and take appropriate actions for deviations
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Identify and develop a team of sales professionals for the branch
| - Coach and Develop team members
- Develop a second line of leaders within the Branch FLS Team
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