Reportees - BM, AMB/SE, CRO, CRM

PURPOSE OF THE ROLE

The purpose of the role is to drive several branch teams across a cluster by designing and developing sales

strategies & support thereof in alignment with Company\u2019s overall plan, achieving operational excellence,

Regulatory compliance as per statute and knowledge empowerment through training with the overall objective to

achieve Revenue target of the Cluster.

KEY RESPONSIBILITIES OF THE ROLE

To ensure achievement of Revenue target branch-wise.

To decide on product wise sales strategies and provide advice on sales promotion, vertical wise revenue budget

management for a profitable result.

To plan and implement strategy for new customer acquisition, devise customer relationship programs, etc.

To drive and achieve cross sale target as per yearly approved plan

To monitor and ensure Branch wise achievement of collectable renewal dues under all verticals

To monitor Renewal persistency level and necessarily follow up to reach overall Company\u2019s plan

Effective use of Principals\u2019 Partner Portal

Daily monitoring of branch business process and ensuring achieving TATs for distribution benchmark

To monitor business quality to keep surrender & CDR within the Company\u2019s plan

Service to the customers. Area includes Customer Complaints, Policy Owners\u2019 Service request Claims, Policy

Pack Delivery, Discrepancy resolution etc

Identify, select and arrange training of PFPDL employees posted at branches and get them licensed/ certified with

IRDA / NISM and renewal of existing licenses

Develop training programs and its materials, product sales stories, being an enabler to improve confidence and

efficiency

Conduct training needs analysis and also develop, revise/update, deliver and evaluate training and development

courses. Source, liaise with and manage internal trainers and external course providers. Assist in developing and

implementing talent development and management initiatives.

Maintain up-to-date knowledge of new regulations, market practices relevant to products, update knowledge with

the assistance of Principals and disseminate any new requirements appropriately.

To implement different H.O. directives/ initiatives at branches across the cluster.

To maintain relationship with Principal and ensure required / agreed support to branches.

Increasing effectiveness of sales team

To maintain business hygiene at branches

Assessment of finding gaps in regard to training and take corrective action

Practice adult learning methodology

KEY PERFORMANCE INDICATORS

Budgetary achievement in revenue generated from LI, GI, HI & MF (vertical wise)

Renewal target under all verticals & 13 months renewal persistency.

Achievement of business drivers as per overall plan of the Company

# New Customer Generation # Retention % of existing customers # Achievement of Cross Sale Plan

Regulatory & internal compliance with adherence to Code of Conduct

Achievement of various TATs for distribution benchmark

Ensure the defined quantified norms to monitor and review training productivity enhancement of participants post

training is adhered to.

Effective and efficient usage of the training management system for management of timelines, cost and

productivity of the trainers and training programs.

Support in activities to ensure training planning, execution and review is done to achieve higher standard through

various measures.

MISCELLANEOUS ACTIVITIES

To explore, analyze and identify new positioning activities.

To finalize product packaging and launch strategy in consultation with superiors.

To develop strategies for sales team training in consultation with all concerned

KEY INTERACTION

Internal Nature or purpose of interaction

Head of Sales To seek information on and discuss product viability and budgeting

Head \u2013 IT To seek information on MIS related requirements

Head - Customer Service &

PO

To discuss matters relating to Operations, Customer Service & Regulatory

Compliance

Head \u2013 LD & SD Budgeting and cost management, training management, MIS Support, Content

support.

Other HODs To discuss matters related to their departments.

RBM, BMs and branch team To ensure and review business planning and budgeting.

External Nature or purpose of interaction

External Vendor To organize events and marketing campaigns and promotional activities.

Principals To discuss promotional activities and other related matter

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