KRA (Accountabilities) (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
KRA1
Business Quadrant
1. To consistently acquire new business partners
2. To facilitate channel development
3. To achieve targeted sales volume
To identify and empanel business partners with relevant customer base
To manage Business partner activation & ensure adequate flow of leads to meet business targets.
To consistently organize product / sales trainings and knowledge sessions for business partners by involving research / product teams and other relevant teams.
To monitor the quality of business sourced through BPs and to ensure penetration of all products as well as help evaluate commercial viability
Devise campaigns to incentivize/rewards with proper approvals form stakeholders
To achieve the targets set by business head in terms of number of active partners acquired & retained, amounts mobilized, # of products sold, persistency of SIP etc.
KRA2
Process Quadrant
1. Adherence to SOPs
2. Operations processes
3. Sales & performance Reports
4. To ensure effective risk management & policy adherence
Ensuring that all aspects of the SOP for the BPG team is managed in entirety.
Ensuring the offline and online processes are adhered to, to ensure that client mapping to RMs, etc are always protected.
Ensuring that the MIS are updated basis decided frequencies and shared with the Business Team
To help the risk team by ensuring process adherence like documentation, KYC & client profiling.
To ensure adherence of all regulatory compliances & critical policies of the organization
KRA3
Customer Quadrant - Customer satisfaction management & measurement
Focus on ensuring that Mission Happiness is executed across relevant client sets. Ensuring focus on complaints being recorded adequately & resolved within pre agreed TATs including escalation matrices being developed and adhered to.
KRA4
Learning Quadrant
Focusing on self-development to ensure relevance in business. Ensuring that all regulatory tests and standards including but not only the relevant certifications are adhered to, at all times.