(01/10/2025) Partner - Office Head
4 weeks ago
Job Description
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 ensureretention 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
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