Assistant BM - Indore

• Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)
  
  

Key Result Areas

Supporting Actions

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.

• Recruit quality resource
• 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.
  
  

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.
  
  

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.
  
  

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.
• Driving various contests
  
  

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
  
  

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
  
  

Identify and develop a team of sales professionals for the branch

• Coach and Develop team members
• Build People capability
• Develop a second line of leaders within the Branch FLS Team