• Build effective relationship with the bank partner and become their first preferred insurer
• Plan and achieve business targets through the team of FLS and SPs in the bank
• Ensure to increase SP Activisation and selling of greater NOPs through the Team of FLS for greater distribution of ABSLI products
• Ensure selling of right Product Mix as defined by the organisation to achieve overall business growth and profits.
• Identify and implement new business opportunities within the allocated area to enhance penetration
• Implement activities / programs designed at the organisational level to build great visibility, promote branding, and strengthen our relationship with the bank.
• Train and appraise the bank staff on ABSLI products thereby creating a mind space and easy recall for them.
• Ensure right method of business acquisition and absolutely 0 % mis selling

• Enable the Team of FLS to independently sell ABSLI products by mapping customer needs correctly
• Support the team of FLS on closing critical Sales call by demonstrating and mentoring them.
• Support and guide the FLS Team to ensure smooth functioning of the internal cross functional Teams and help them to overcome any roadblocks in policy logging and issuance
• Train the team of FLS to carry out end to end process of policy logging and issuance first time right to ensure speedy delivery and 0% leakage
• Establish efficient methods to respond to customer queries and maintain persistency levels.
• Enable Team to cross sell and Upsell ABSLI products as per the customer requirements

• To be equipped with Bank’s product ranges and their key features along with the ABSLI products
• Develop a Team who can support the bank in meeting their business targets
• Pay regular visits to bank branches and meet bank partners.
• Design differential strategies to gain mindshare and product mix basis the potential of the branch
• Help the Bank branches to increase their overall LI pie
• Liaison with our Regional and Zonal Training Team and ensure periodic product training and branding within the branch for bank staff as well as FLS Team
• Design and launch various contests and appreciation platforms for the bank staff to achieve higher engagement

• Attract, Recruit and Retain Talent in the market, ensure proper handholding and support is provided to the Team.
• Review and Monitor Team’s performance daily, mentor the FLS in the Middle and Low Performance Bucket, encourage and motivate to do well.
• Co-create and implement recognition platforms in order to build a capable and motivated team within the Cluster
• Ensure to provide constructive and efficient feedback to the Team and boost their morale for sales
• To ensure performance spread in the Team, thereby creating opportunities for qualifying various R and R contests and initiatives as well as enabling team members to earn incentives and stay motivated.

• Ensure achievement of profitability and persistency targets for the relationship in the designated zones
• Manage expenses within allowable expense gap
• Plan and manage the renewals and ensure adequate focus is maintained by the sales Team on persistency
• Ensure Business Leakage is within allowable limits.
• Focus and Monitor Product Mix within the Circle, to achieve Channel Targets

6) Relationships (If Applicable)

Internal

Frequency

Nature

External

Frequency

Nature