Partner - Office Head

1. Resolving policy service need
2. Renewal collection to resolve policy holder s service needs, Cross sale opportunity

Job Summary

• Responsible for productivity of the Branch Office and for recruitment and development of FLS
• Business Development Managers

Key Responsibilities/ Key Deliverables

• To meet the revenue targets for the GO
• To track the productivity measures as per the GPA Premium per agent, case rate, persistency
• Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers
• Adhere to Business Development Managers linked sales and service standards
• Conduct weekly performance review (PRP) for Business Development Managers
• To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis.
• To meet rural and social policy targets
• Help Business Development Managers use the AWS system for maximizing business from a given target market.
• Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards.
• To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations.

Measures of Success

• Recruitment of Top Advisors/Financial

Distributors from competition

• Achievement of planned sales volume in the assigned territory
• Top Advisor Productivity & Retention
• Manager Retention
• Audit observations
• Quality of Business

Key Relationships (Internal / External)

HO co-ordination

Sales promotion activities

overall running of the Office