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Partner - OH_Greenfield


Max Financial Services


Location

India | India


Job description

Key Responsibilities/ Key Deliverables:

Measures of Success:

Job Specifications:

Education & Experience:

Knowledge & Skill Matrix:

Key Responsibilities/ Key Deliverables:

  • To meet the revenue targets for the Branch
  • To track the productivity measures as per the GPA : Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards.
  • To identify ,interview and select new Agency Development Managers
  • Conduct weekly performance review (PRP) for ADMs
  • To ensure retention of FLS by formulating their development plans , meeting their training needs and communicating with them on a regular basis .
  • Maximise Profitability by utilizing Protection Sales and Cross-Sell
  • Monitoring Employee parameters like Overall ADM meeting WFYP Standards and New ADM Success
  • Supervise the activity plan of ADM & Agents to ensure that these are fulfilled as per the desired standards
  • To ensure that all FLS and Agents under supervision perform as per the company's rules and regulations
  • Taking care of Customer parameters in the shape of 13 th & 25 th month persistency
  • Taking care of MTD Active agent Manmonths

Measures of Success:

Job Specifications:

Education & Experience:

Knowledge & Skill Matrix:


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