Tied Field Sales

2 days ago

Pune, India Kotak Life Insurance Full time

OBJECTIVE OF THE ROLE

Develop a plan comprising;

HNI prospects

Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills

Monitor the SM / RDM skill transitions, validate skill transitions of SMs / RDMs and coach ABM / BRDM on the gaps in areas of SM / RDM development

Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs

Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month

Control execution of plans as per above.

Maintain a check on business health parameters such as Persistency, LA Commission, Product Mix, Claims, ECS / SI percentage and take corrective actions.

Team Responsibility:

1 Branch Manager (ABM) / Branch Recruitment Development Manager (BRDM)

Each BM has a unit of 8-10 Sales Managers / Recruitment and Development Managers

REQUIRED QUALIFICATION AND SKILLS

Educational Qualifications:

Graduate

Age

30 45 years

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