CRH Patiala HDFC BB

Accountability

Supporting Actions

Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth

of the company

1. Continuous interaction ( as per RH / ZH's defined grid ) with the channel partners/Circle Heads of the Zone
2. Mapping all the key decision makers & build review Mechanism per mapping basis decided intervals

1. Aggressively downloading all the RnR activities to be run by BSLI
2. Innovative ways to download the R&R acti

Ensure smooth function of the sales and other processes in order to maximise business potential.

1. Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module.
2. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

Relation Ship Management: Open Architecture

1. To Handle Bank customers requirements with the best services and products ranges
2. To be equipped with insurance and Bank Products knowledge
3. To manage the relationship at all the levels to have the desire out-puts.

Drive effective channel management

1. Work with the channel partner to effectively use R&R programs to drive desired behaviors’
2. Ensure efficient use of spent on Channel Partners which helps in achieving the end objective.
3. Ensure achievement of desired levels of
   • People Retention:10%
   • Activisation of Teams:20%
   • FYP ISSUED:50%
   • ü  NOPs:10%
   • Product Mix: 10% (20%,Trad 50%: ULIP 40%: Protection 10%Monthly)
4. 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in- depth understanding of Channel needs
5. Identify training needs for the in-house and channel partner teams
6. Position gaps / Vacancy to be filled within a TAT of T+15 Days
7. Identify innovative methods working with the relationship to enhance penetration of the

database

Ensure the right method of business acquisition in order get the profitable mix for the organisation

1. Scrutinise the business on regular basis
2. Maintain quality checks. Monitor Customer Complaints and adhere to defined resolution TATs - T + 72 Hrs
3. Take necessary documented actions against

defaulting employees on quality / conduct