Job Description

Job description Multi Product role - Insurance, Retail Lending, housing finance. etc. Candidates with distributor sales experience and multi-product experience will be preferred. A) Business Quadrant 1. To consistently acquire new business partners 2. Enhance and develop distribution channels. 3. To achieve targeted sales volume Identify and onboard business partners with a strong customer base. Activate business partners and ensure a steady flow of leads. Organize regular product and sales training sessions with input from relevant teams Monitor the quality of business sourced through partners and ensure effective product penetration Develop and manage incentive campaigns with stakeholder approvals. Achieve targets set by the business head, including active partner acquisition, amounts mobilized, products sold, and SIP persistency B) Process Quadrant 1. Adherence to SOPs 2. Operations processes 3. Sales & performance Reports 4. To ensure effective risk management & policy adherence Manage all aspects of the Standard Operating Procedures (SOPs) for the BPG team Ensure compliance with offline and online processes to protect client mapping and RM assignments Update Management Information Systems (MIS) as scheduled and share with the Business Team. To help the risk team by ensuring process adherence like documentation, KYC & client profiling. Support the risk team by ensuring process adherence, including documentation, KYC, and client profiling, and comply with all regulatory requirements and organizational policies. C) Customer Quadrant 1. Customer satisfaction management & measurement Ensure the successful implementation of "Mission Happiness" for all relevant clients Ensure that complaints are recorded properly and resolved within agreed turnaround times (TATs). Develop and adhere to escalation matrices to handle issues effectively D) Learning Quadrant Focus on ongoing personal and professional growth to maintain business relevance Adhere to all relevant tests, standards, and necessary certifications consistently