Job Description
Job Description Key Result Areas Supporting Actions Sales Performance Tracking Maintain dailyLead TrackersandF2F Meeting Trackerscomparing targets versus actual achievements for AM/AAM (Area Managers/Assistant Area Managers) Monitor No Zero Day performance to ensure consistent daily sales activity across the team. Update business performance metrics twice daily at the Zone and AM/AAM levels. Product & Portfolio Management: Generate daily reports forLending Products(logins vs. disbursements) andBroking Account MIS. Provide a daily summary ofInsurance Policiesand premium amounts collected. DRA and Account Opening reports on an FTD, MTD, and YTD basis. Team Activation & Hiring: Monitor internal contest updates andappreciation Mail sent to high performance Compliance, Field Verification and Stakeholder Reporting: Deliver comprehensivePartner-wise reports(YTD/MTD) to senior management. Provide real-time updates on lead status.
