Role Objective

The incumbent will actively collaborate with distribution hierarchy to drive interventions to
boost sales strategy, share intelligent information across identified vectors, create
opportunities to build more productive avenues to diversify sales in agency channel

Core
Responsibilities

 Function with the entire distribution hierarchy especially zonal leaders in creating a
forward-looking sales strategy to promote business
 Create focussed interventions for building a steady sales funnel
 Provide industry best insights and enable quality sales which promote customer
retention
 Enable daily, weekly, monthly MIS across vectors leveraging on seasonality and
regional dynamics
o PO Channel
 Strengthen PO strategy with zonal heads, creating a zone wise visibility matrix
promoting sales through the PO channel
 Increase productivity in the PO channel and monitor output on a periodic basis
o PMS
 Shape PMS programs for promoting sales
 Working closely with Planning team on headcount/sales/cost numbers
 Create, monitor, amend and shape incentive schemes which increase both the
spread and earning quantum for incentive earning population across sales
channels
o MDRT & Eagle
 Create programs on increasing consistent MDRTs and ensure best practices in LI
are incorporated to enhance growth in MDRT count
 Collaborate with SI team for creating a market wide strategy to promoting sales
 Promote visibility of individual wise sales data across vectors and provide intelligent
insights for better decision making
 Drive sales teams through various interventions in promoting more Eagles

Qualification
(Education And
Experience)

 Experience in a distribution management role focused on insurance, finance or
a related field (XX no. of years)
 Bachelor's degree or equivalent required; MBA or other advanced degree
preferred