KRA1

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.

KRA2

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.

KRA3

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.

KRA4

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.

KRA5

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

KRA6

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

KRA7

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

KRA8

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