Position Summary:

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

Company

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

1. Deliverables

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

Manager

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

3. Process

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

program.

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.

People Development

i. Enable superlative performance standards through alignment of the team with the

organization’s objects.

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

relationship

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.

iv. Adaptability

v. Customer focus

vi. Communication

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