- Implementation of Loyalty Model

- To ensure maintenance of relationship with Orphan customers.

- Up-Sell to customers assigned through various campaigns.

- Ensure Renewal collection and AUM conservation of the assigned base.

- Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company

- Allocate leads to the team members as per targets decided.

- Periodically monitor and review performance on the assigned topline and health parameters

- Handhold and guide them on the sales process, lead conversion and closure of sale

- Aggressively downloading all the RnR activities running by the organisation.

- Executes smooth function of the sales and other processes in order to maximise business potential.

- Communicating any process change or change in any rules and regulations by the help of different training module.

- Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

- Ensure relevant people in the right place right time in order to maximise the productivity

- Understanding the strength of the resource and depending on that allocating job responsibility

- Evaluating the opportunity of each business unit and allocating targets as per that.

- Execute the right method of business acquisition in order get the profitable mix for the organisation

- Scrutinise the business on regular basis and give the relevant information to superiors

- Achieve Persistency targets as per the company norms so that renewals take place on time

- Take corrective actions related to persistency and health

- Recruitment & Training

- To ensure recruitment of team on a time based manner.

- To manage attrition within the specified limits.

- Ensure through continuous on the job training, skill enhancement of team members.5) Job Purpose of Direct Reports

Direct Sales Executive: To achieve the Sales and health targets set for them as per their goal sheets.

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