Accountability
Supporting Actions
Transfer of PFMs and Provide retirement solutions
Achieve Targets related to Premium and NOP in order to contribute to overall growth of the company
Executes smooth function of the sales and other processes in order to maximise business potential.
Ensure relevant people in the right place right time in order to maximise the productivity
Execute the right method of business acquisition in order get the correct product sales for the organisation
Recruitment & Training
Regional Manager – RPV: To achieve the Sales and annuity targets set for them as per their goal sheets.
Internal Frequency Nature
Support Executive’s
Trainers
HR
Issuance Coordinator
Client Service
Daily
Regularly
As and When Required
Daily
As and When Required
To Log-in and receipting Policies.
For arranging trainings for the team as well as for the relationships.
Mainly recruitments and manpower related issues.
To Ensure the policies are Issued on time.
Service-related issues.
External Frequency Nature
Relationship
Daily
Business Development and to ensure the smooth sailing,
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