BM- DSF- Sangli

Job details

Designation:

Location: India Maharashtra Miraj Rd,Sangli Branch

Organization: Financial Services

Key Challenges for the role –

Unavailability of Quality Manpower in terms of Agency Managers and advisors, Retention of Quality Manpower

Licensing of Advisors – Pass Percentage is very low, getting examination dates for Online Examination is very difficult.

Fluctuating market condition
Delay in completion of business during month end as it involves the long process to issue the policy (starting from policy receipting, scanning, completing requirement, medical follow ups and finally the completion).
Infrastructure constraints
Ensuring that business is carried out as per the compliance & regulatory environment

Accountability

Supporting Actions

Ensure performance of assigned Agency Managers with respect to recruitment of Advisors & achievement of business targets.

Recruit quality resource
Ensure performance standards of recruitment , activisation , policies & premium are met by the assigned agency managers
Maintain the profitability:

Of the advisor

Of the Branch.

Keep track on Advisors Contest and Clubs
Keep track on various training needs.
Sharing good sales practices.
Provide support to AM by participating in sales/recruitment.
Be responsible for the market conduct of the assigned agency managers and the advisors in their team
Maintain the Sales Report on Introduction and Issued Business
Develop the Agency Manager’s (goal sheets).
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.

Manage persistency and business health for the allotted branch so that functional goals are achieved.

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.

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

Ensure Risk Management as per company policy.

Carrying out the business activities as per the compliance & regulatory environment.
Ensure (by doing basic screening & basic sanity checks) the applications that healthy business is introduced in the system.
Be responsible for the market conduct of the assigned agency managers and the advisors in their team

Manage administrative responsibilities of the branch in the absence of the Branch Head.

Assist the Branch Head in carrying out the branch administrative responsibilities / in the absence of Branch Head
Monitor operational costs
Facilitate in resolving any people or client related issues.

Team Management

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