Identify and onboard business partners with a strong customer base
Activate business partners and ensure a steady flow of leads
Organize regular product and sales training sessions with input from relevant teams
Monitor the quality of business sourced through partners and ensure effective product penetration
Develop and manage incentive campaigns with stakeholder approvals
Achieve targets set by the business head, including active partner acquisition, amounts mobilized, products sold, and SIP persistency
B) Process Quadrant
Adherence to SOPs
Operations processes
Sales & performance Reports
To ensure effective risk management & policy adherence
Manage all aspects of the Standard Operating Procedures (SOPs) for the BPG team
Ensure compliance with offline and online processes to protect client mapping and RM assignments
Update Management Information Systems (MIS) as scheduled and share with the Business Team
To help the risk team by ensuring process adherence like documentation, KYC & client profiling
Support the risk team by ensuring process adherence, including documentation, KYC, and client profiling, and comply with all regulatory requirements and organizational policies
C) Customer Quadrant
Customer satisfaction management & measurement
Ensure the successful implementation of Mission Happiness for all relevant clients
Ensure that complaints are recorded properly and resolved within agreed turnaround times (TATs)
Develop and adhere to escalation matrices to handle issues effectively
D) Learning Quadrant
Focus on ongoing personal and professional growth to maintain business relevance
Adhere to all relevant tests, standards, and necessary certifications consistently
