5 - 8 Years Pune
Achieve targeted business results in retail business through effective translation of the business
strategy into Branch Plans in line with Channel’s yearly plan. Provide leadership, motivation and
support to the Office Heads towards raising performance standards, and be a valuable resource to the
1. Key Deliverables
a. Distribution Deliverables
b. Business results
c. Resource Management
i. Operational Cost Management
ii. People Development
d. Customer Relations Management
e. Adherence to regulatory and compliance norms.
2. Principal Accountabilities
a. Plan and evaluate the effectiveness of Branch Operation Plans with specific focus towards
product availability, distribution and activity management;
b. Facilitate the business planning and implementation process for the business with the Regional
c. To be Role model in the Retail Channel on different parameters
2. Business Results
a. Ensuring alignment of volume and market share objectives for the retail business – facilitate
for PLI products
b. Monitor and evaluate achievement of sales against expectation
a. Streamlining and development of processes to ensure smooth management
b. Optimize cost across your business
c. Ensure service excellence through effective use of different training modules and selling skills
4. Resource Management
Operational Cost Management
i. Ensure cost efficiency in all aspects of Branch operations including fixed costs.
ii. Drive efficiencies in onward distribution expenses and in branch support expenditure
iii. Support the Company’s Retail Strategy Plan.
i. Enable superlative performance standards through alignment of the team with the
ii. Ensure clear communication of the overall strategies and drive ownership on all tasks expected
to be performed by the Branch team
iii. Develop Competencies of the team
iv. Ensure implementation of the Development plans.
5. Customer Relationship Management
a. Interact regularly with the customers to ensure a committed and partnership based
b. Review of selling arrangements
c. Ensure adequate focus to the business
6. Code of Conduct and Compliance of all Regulatory norms:
a. Ensure adherence of code of conduct by the entire Branch Team.
b. Conformation to all financial and administrative systems.
c. Ensure Compliance to all statutory & regulatory norms.
d. Ensure compliance with all the Branch norms set by PLI.
7. Key Success Factors
a. Meet the Business objectives for the Branch.
b. Efficient administrative systems and process in place (Internal and external Audit)
c. Superior Quality Business Planning & Achievement of Sales Objectives.
d. Driving High Standard of Knowledge, Skills amongst team members.
e. Managing Branch – Operations – Underwriting – Training – Home office interface.
B. Key competencies
a. Behavioral competencies (Ranked in order of importance to the job)
i. Building a successful team
ii. Strategic Leadership
iii. Result orientation.
v. Customer focus
b. Technical Skills (Ranked in order of importance to the job)
i. Business Planning , Development & Forecasting
ii. Company and product knowledge
iii. Financial fundamentals
iv. Training & Education
v. Competition Knowledge