Individual specific goals should be known to UMs, will check turn over to achieve branch business goals.
Act as a profit centre head to develop quality business based on various parameters
To ensure administrative and financial discipline
Achieve the new business premium targets and renewal premium targets of the branch
Maintain a High IA Activation standard, IA Productivity and UM productivity
Reduction in "Zero- business " IA's and termination on account of MBG norms.
Ensure cost effectiveness and encourage cost consciousness at all levels.
Inculcate a habit of timely submission of bills/ documents/ papers/ data among the team members.
Ensure effective and need based training exposure to UM's and IA's
Create and Nurture a customer centric environment by conducting customer meets and organizing customer service camps at periodic intervals- share the minutes with senior regional functionaries
Reduce customer complaints of Mis selling and take effective steps to prevent circulation of unauthorized publicity materials. Take proactive measures to rectify irregularities pointed out by the audit team