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• Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)
  
  

Key Result Areas

Supporting Actions

Planning & developing monthly, quarterly & annual business plans & accordingly fixing the business strategy for specified region/s

• Developing of the monthly, quarterly & annual business plans & identification of short & long term focus areas
• Ensure timely communication and discussion on targets assigned
• Conduct periodic review of the plans to identify gaps and incorporate changes due to prevalent market conditions/business performance
  
  

Identify business opportunities through market intelligence & penetrate in underdeveloped market to enhance distribution reach and profitability for the channel

• Understand market dynamics and offering of other providers
• Gain market intelligence
• Put in place strategies to tap market potential
• Ensure recruitment of advisors in the areas having unexploited potential
• Plan to build brand awareness for future businesses
  
  

Drive & deliver sales and profitability targets of the region to capture market share and deeper brand penetration.

• Plan people capacity for the region to meet the Topline targets
• Focus on creating pipeline of leads to increase number of touchpoints and therefore secure deeper market penetration
• Capture client visit to identify conversion ratio and publish the same along with incentives
• Conduct daily huddles leading to knowledge sharing and increased engagement
• Conduct periodic reviews and take corrective action where necessary
• Ensure tight control on cost aspects to drive better profitability
  
  

Ensure high levels of quality in business sourced

• Put in place proactive checks and balances to enhance the quality of business
• Conduct periodic reviews and audits
• Take corrective actions as and when any malpractice/market conduct issues are found
• Monitor & take necessary corrective action to ensure high levels of persistency
  
  

Designing & Management of Sales Collaterals

• Ensure uniform understanding & communication of Sales Progression across the team
• Plan and schedule periodic Training programs for self and team development
• Ensure continuous on the job training and facilitate skill enhancement of team members
  
  

Identify and develop a team of sales professionals for the Channel

• Recruit best talent from surrounding markets
• Coach and Develop team members
• Build People capability

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