
Tata AIA Life
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- Set targets for the team & review their performance on regular basis
- Initial grooming of the sales teams in presentation / selling skills& products
- Make joint calls with sales team , if required during the initial months
- Accompany the sales team on calls with high-ticket clients
- Set sales strategies for the team and follow up with to ensure the team achieves their targets
- Monitor WPOs lead conversion ratio and ensure the same is as per the Business Plan
- Ensure the WPOs updates the lead management system
Team Management
- Analyze the productivity of WPOs to ensure they are delivering as per expectations
- Track business on a daily basis & provide feedback to the WPOs as well as to the senior management
- Drive the various contests being held for the channel and motivate the team to perform better
- Ensure that the high performers are suitably rewarded & kept motivated
- Counsel the low performers to assess the reasons for low productivity
Provide operational support
- Check policy issuance & track the progress through every stage of the policy
- Co-ordinate with the team to resolve pending requirements.
- To be well informed on underwriting guidelines and other operations processes and share the same with the team membersby conducting workshops
- Educate the WPOs on the importance of compliance and ensure the same is being adhered to in a day to day business
MIS & Reporting
- Prepare Business MIS and share the same with Senior Management
- Analyze the daily business nos. on submission/ issuance and pending and provide feedback to the WPO team
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes