- Financials & Business Delivery (IDFC First Channel) -
o Achievement of Topline and Persistency targets
o Annual planning for the channel with subvertical level strategies, milestones
o Competition benchmarking on multiple input parameters that drive topline and market share. Eg : Product Mix & PPT, LG activation, Productivity etc
o Market share tracking to identify gaps, emerging trends and drive business momentum Business quality – FTR, Throughput, Leakages
o Persistency across categories : 13M, M0, Product & premium, regions cohorts
o Cloud Telephony usage and linkage to outcome, Gap Analysis & improvement drives, Reviews
o Internal : IGMS + Non IGMS
o External : Communicated by Channel Partner
o Complaints Governance : Channel partner & HDFC Life Grievance & team, Escalation Management, Monitoring gaps & RCA leading to service quality improvement
1. Working on MBR , Channel Partner Governance meet deck
2. Channel performance commentary, Business reports
3. Analysis of key business parameters & trends
4. Engagement with Internal field sales team – Query management – Product & process, contest qualification & incentive payout related
5. IT/ System usage related queries – Digibanca, TeBT, Insta etc
- Channel Management - (L&D and SMP) –
1)Training Engagement - Finalization of Training calendar, 100% MOM Sessions delivery (as per L&D MIS), monitoring with linkage to business performance.
2) SMP - Branch visits, engagement with channel partner LG & leadership, CH & CSM SMP compliance, performance outcomes
