Job Description
• Job Responsibilities(JR)
Actionable
Strategy Management - Life Insurance , General Insurance and Health Insurance, Mutual Funds
100% achievement on EPI Sales Plan basis logins
More than 80% branches to meet LI targets on logins
LAR - 100%; LCR - 70%
Minimum 4 Activities per Branch from Metro, Urban, Semi-Urban and Minimum 2 Activity from Rural by each RPM per Month
40% of Product selling to be in Traditional plans
100% Achv of TPP Income Target Vs Achievement
100% achievement on GI & SAHI Fincon Plan
100% Achievement of MF Lumpsum & SIP Plan
Quality of Business
+0% of policies logged to be converted YTD
+0% level of Persistency i
• e 13th Month Renewal
Compliance & Certification
100% of resources to be IRDA certified
100% Brs should NISM Certified excluding 2 Men/3 Men
Partner Management and channel Management
Highlight support issues, gap areas and devise a Plan of Action for way forward
• Track the support items to closure every month
To be done at the beginning of the month along with HLIC, Ergo & AMC partners and new partners- ABHI, Bharti Axa, Birla sun Life Insurance and Tata AIA Insurance
Support to complaints management team for resolution on complaints
Download the strategies of product teams to Retail teams, RPMs and Regional vendors
• Provide upward feedback to the Central teams to enhance the products
Hygiene Parameters
5 branch visits per week
4 Activites in Metro and Urban branches and 2 activities in Rural and Semi Urban branches
Communicate and ensure that the branches/staff meet the regulatory requirements as and when communicated/updated by the Central Product teams
Arrive at monthly training calendars, along with Regional Training managers of LI, GI & AMCs based on the requirements
Actionable
Strategy Management - Life Insurance , General Insurance and Health Insurance, Mutual Funds
100% achievement on EPI Sales Plan basis logins
More than 80% branches to meet LI targets on logins
LAR - 100%; LCR - 70%
Minimum 4 Activities per Branch from Metro, Urban, Semi-Urban and Minimum 2 Activity from Rural by each RPM per Month
40% of Product selling to be in Traditional plans
100% Achv of TPP Income Target Vs Achievement
100% achievement on GI & SAHI Fincon Plan
100% Achievement of MF Lumpsum & SIP Plan
Quality of Business
+0% of policies logged to be converted YTD
+0% level of Persistency i
• e 13th Month Renewal
Compliance & Certification
100% of resources to be IRDA certified
100% Brs should NISM Certified excluding 2 Men/3 Men
Partner Management and channel Management
Highlight support issues, gap areas and devise a Plan of Action for way forward
• Track the support items to closure every month
To be done at the beginning of the month along with HLIC, Ergo & AMC partners and new partners- ABHI, Bharti Axa, Birla sun Life Insurance and Tata AIA Insurance
Support to complaints management team for resolution on complaints
Download the strategies of product teams to Retail teams, RPMs and Regional vendors
• Provide upward feedback to the Central teams to enhance the products
Hygiene Parameters
5 branch visits per week
4 Activites in Metro and Urban branches and 2 activities in Rural and Semi Urban branches
Communicate and ensure that the branches/staff meet the regulatory requirements as and when communicated/updated by the Central Product teams
Arrive at monthly training calendars, along with Regional Training managers of LI, GI & AMCs based on the requirements
💡 Quick Summary
Seeking a career-building opportunity? The Regional Product Manager |TPP Apply position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
