Regional Head

1. Business planning

• PLanning for Locations wise Manpower/ Budgets basis Market Mapping
• Hiring and On Boarding of Teams including SH / CH / RM s
• Training and Hand Holding plan/ models
• Identify potential locations in assigned geographical locations & recruit right team members to develop business ( IMD recruitment , partner tie-ups ) generated from the location.
• Design business plan for driving sales and achieving set topline and bottom-line targets for locations being managed
• Provide team members the required support in terms of guidance on business matters/ solutions for challenges faced etc. to ensure that they are equipped to deliver targets while optimizing turnaround time
• Drive business for the assigned cluster by leveraging on functional run campaigns , incentive plans to ensure team exhibit right behavior & to increase number of customers converted in markets managed

1. Intermediary & Relationship Management

• Identify focus areas/ target customer segments for team members / key intermediaries and guide them to maximize revenue generated from identified target segments including cross sell and resolve business issues, if any
• Analyze performance of team members in various LOB s and enable development of product portfolios for them accordingly to ensure maximization of lead/ revenue generated by each team member.
• Provide inputs to training team & central support team in designing and driving campaigns/ trainings programs for team members to develop their knowledge of specialized products (like indemnity , non-indemnity & travel.) and enhance their sales capabilities
• Orient new teams members with functional initiatives , business enabler inputs , incentive plans , distribution strategy , digital platforms for wider reach to build distribution team.
• Design and run engagement/ recognition programs at local level for intermediaries to ensure they are appropriately incentivized and motivated to drive business for Company.
• Approve Partners onboarding , as proposed / identified by team member , based on the standard profile & business potential.
• Manage relationship with Partners to understand their requirements, resolve any challenges faced by them and keep them engaged to drive high sales and business
• Plan business development activities to attract customer segments like planning sales activity at corporates, housing societies, health camps, by collaborate internally with concerned teams & externally with appropriate authority for approvals to enable sales team to execute plan.
• Provide input to zone head in design of new products/ revisions required in existing products basis feedback from intermediaries / Channel Partners (based on their market understanding)

1. Team Review, Monitoring & Support

• Review functional metrics and quality of portfolio across each agent segment and support the team with actuarial and underwriting inputs to improve the quality of portfolio
• Ensure every team member is visited at respective location twice a month & key partners met during location visit to discuss business development & address issues / concerns, if any
• Ensure all team members are registering requisite sales call / meetings through Goal Sheet application & monitor quality of sales meetings registered & share feedback with team members.
• Provide guidance to all team members to course correct in case of deviations from planned targets
• Present business status to zone head / NHOD during periodic reviews
• Address operational issues, policy issuance support ,Tab concerns, interdepartmental conflicts raised by team members to ensure seamless business acquisition.

1. Team Development

• Identify the right talent for various positions within team to ensure creation of engaged team
• Enable training needs identification and ensure periodic trainings for all stakeholders - team members, agents etc. to ensure everyone is up to date with product and process advancements
• Oversee rewards and recognition within team to ensure engagement and reinforcement of right behaviors among employees and agents
• Establish individual performance expectations and evaluation metrics, and regularly review individual performance

Identify and create development opportunities for team members to enhance functional knowledge