Cluster Business Head

Impact on the Business

/ Function

Roll out & monitoring of monthly sales targets for all team
members Base incentives, product mix incentives, boosters, annual performance rewards and sales quality Dissemination of periodic sales contests to drive target achievement and lead conversions Educating and Driving FLS career progression by encouraging employees to aspire for career growth Ensuring proactive training need assessment and timely resolution of FLS sales queries and challenges to streamline sales effort and drive lead conversions Managing and leveraging Bank branch relationships across assigned branches, with focus to increase business outcomes Assess FLS sales performance by analysing trends across agent productivity, sales leads funnel conversions and customer conversion efficacy Act as product and process expert to provide support to team members in sales conversions. Participate and assist in joint customer visits for improved sales efficacy Driving Input management by focusing on lead allocation, data quality & accuracy and lead assessment

2

Customers /

Awareness of company product offerings and imparting
knowledge to team members by organizing product awareness sessions and trainings Assessment of business performance to identify competency gaps of team members and implement customer engagement and lead conversion strategies Managing team morale and ensuring minimal attrition levels of team members

Leadership & Teamwork

Create a team of outstanding sales executives and effectively
lead, manage and coach them towards achieving sales targets

Constant co-ordination on a daily basis with Central Cross sell
team, Zonal heads and Regional heads

Co-ordination with Operations team including Branch
operations, policy servicing, new business and underwriting teams

Operational

Effectiveness & Control

Conduct daily governance calls to track target achievement, sales
funnel and performance variance of all team members

Tracking performance across the sales funnel of each FLS to
maximize conversions across calling, F2F meetings and logins

One on One governance calls with FLS at periodic intervals
(weekly, monthly, quarterly) to identify & resolve challenges and motivate team members to drive target achievement

Sales Target delivery

FLS engagement and team morale

Customer engagement and lead conversion