1. Business Delivery & Target Achievement
-
Own and deliver monthly/quarterly insurance targets across assigned
branches
-
Drive branch-wise productivity (conversion %, premium per
lead, cases per branch)
-
Ensure strong funnel management from lead generation → conversion →
issuance
2. Branch Activation & Lead Generation
-
Activate branches for consistent insurance pitching during customer
servicing
-
Work with Customer Experience teams to:
-
Identify opportunities during walk-ins
-
Capture and qualify leads effectively
-
Implement structured lead capture & tracking discipline
3. Sales Closure & Revenue Ownership
-
Personally drive closures for high-value and complex cases
-
Ensure fast turnaround time (TAT) on proposals and issuance
-
Improve conversion ratios through effective follow-ups and objection
handling