BM Shahjahanpur

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

Branch Management

1. Manage 1-3 branches of the same infra or nearby location
 2. Mentor, Supervise and coach the branch managers for achievement of business targets

KRA10

Team Management

1. Ensure through continuous on the job training, skill enhancement of team
2. Mentor, supervise and coach the team.
3. Provide for on the job as well as classroom training for skill enhancement
 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects.

KRA2

Plan sales strategies and achieve area business targets in terms of number of agents, productivity, new premium, persistency of business.

Scan the market for emerging opportunities,
1. the presence of competition etc and plans for the progress of his area in consultation with HO
2. Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers.
 3. Ensure implementation of the plans & monitor same to ensure success

KRA3

Promote productivity of the field force through effective people management.

1. Ensure regular training of advisors and provide latest input given by company to them.
2. Discuss with them the promotional infrastructure decided by company and have review of their progress in terms of competition, activisation and club membership.
 3. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs etc.

KRA4

Ensuring persistency of the business in order to ensure enhance business goals.

1. By doing random quality checks on the business sourced to maintain desired persistency levels.
 2. Ensure post sales servicing are through in order to retain customers.

KRA5

Inculcate a culture of financial discipline in the branch to have well control on revenue.

1. Ensure that strict control is maintained on the cash transactions in the branch.
 2. Ensure that budget is maintained on all capital and operating expenses incurred.

KRA6

Ensure 100 % compliance in order to smooth running of the operation and enhance the productivity in the assigned branch.

1. Monitor process adherence at the branch
 2. Provide regular update to the sales force /operation staff regarding changes in the Underwriting /IRDA Guidelines as well as Sales Process from time to time.

KRA7

Drive sales promotional activities in order to achieve the business numbers.

1. Initiate and ensure implementation of different activities to promote sales & recruitment.
2. Liaise with the concerned HO teams to drive central initiatives
 3. Ensure adequate promotional effort is delivered to existing and potential customers.

KRA8

Recommend product and process improvement to the company to enhance efficiencies and customer satisfaction.

1. Evaluate customer response to our products, services, processes and people and suggest innovations/ improvements/ changes in these areas.

KRA9

Ensure effective administration of the branch & area to sustain smooth functioning and operations in a cost effective way.

1. Ensure that the general administration of the branch is as per requirement