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- Business Planning and Strategy
- Provide inputs to the central team for creating the annual operating plan, based on past performance trends and market potential of the zone.
- Cascade and align the business plans of the channel and ensure effective implementation of the same.
- Formulate the sales strategies for sustainable and profitable growth of the channel in the zone, by managing topline and bottom line.
- Strategize manpower for the zone by recruiting from select segments and based on business volumes to be achieved.
- Intermediaries Management
- Analyze performance of all IMDs and formulate strategies for activization and maximization of revenue generated by each intermediary.
- Manage IMD relations and coordinate internally with various functions like operations, IT etc. to ensure efficient delivery of day to day service requirements.
- Engage with the IMDs on a regular basis to resolve their queries or challenges and also to ensure they are aware of the commission payout structure.
- Provide inputs to the central team for IMD campaigns/schemes and drive the same at the zonal level.
- Organize regular trainings for the intermediaries on products.
- Oversee branding materials sent by the central team are displayed at the business establishments of all on-boarded IMDs.
- Digitization
- Persuade the intermediaries for external policy issuance by encouraging them to use Ezee tab/ I mitra application
- 100% Agent onboarding through SAARTHI App
