Job Responsibilities(JR) Actionable Strategy Management – Life Insurance , General Insurance and Health Insurance, Mutual Funds 100% achievement on EPI Sales Plan basis logins More than 80% branches to meet LI targets on logins LAR – 100%; LCR – 70% Minimum 4 Activities per Branch from Metro, Urban, Semi-Urban and Minimum 2 Activity from Rural by each RPM per Month 40% of Product selling to be in Traditional plans 100% Achv of TPP Income Target Vs Achievement 100% achievement on GI & SAHI Fincon Plan 100% Achievement of MF Lumpsum & SIP Plan Quality of Business 90% of policies logged to be converted YTD 90% level of Persistency i.
e 13th Month Renewal Compliance & Certification 100% of resources to be IRDA certified 100% Brs should NISM Certified excluding 2 Men/3 Men Partner Management and channel Management Highlight support issues, gap areas and devise a Plan of Action for way forward.
Track the support items to closure every month To be done at the beginning of the month along with HLIC, Ergo & AMC partners and new partners- ABHI, Bharti Axa, Birla sun Life Insurance and Tata AIA Insurance Support to complaints management team for resolution on complaints Download the strategies of product teams to Retail teams, RPMs and Regional vendors.
Provide upward feedback to the Central teams to enhance the products Hygiene Parameters 5 branch visits per week 4 Activites in Metro and Urban branches and 2 activities in Rural and Semi Urban branches Communicate and ensure that the branches/staff meet the regulatory requirements as and when communicated/updated by the Central Product teams Arrive at monthly training calendars, along with Regional Training managers of LI, GI & AMCs based on the requirements.
Planning and Organizing Skills
Channel Management Skills
Good Communication skills
Knowledge of Competition & Current trends in financial Industry.