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Activity + Skill =Productivity

This comprehensive guide delves into the essential components of productivity, focusing on management development (DM) strategies. It covers training in recruitment, sales techniques, and customer service, emphasizing the importance of interpersonal skills, time management, and effective communication. The guide also outlines practical daily, weekly, and monthly activities for DMs to track progress and build relationships with advisors. With an emphasis on meticulous execution and a proactive approach to prospecting and client management, this resource serves as a roadmap for achieving success in the business landscape.

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Activity + Skill =Productivity

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  1. Activity + Skill=Productivity Aravamudhan

  2. Cup saucer Coffee Powder Water Milk Sugar spoon Costliest Crockery Jamaican powder Himalayas Swiss Toned Milk Granulated Sugar Golden Spoon WHAT MAKES A GOOD COFFEE Fire = Burning Desire

  3. Good DM • Recruitment • Prospecting 24X7 • Development. • IrDA Training • Product Training • Sales Training. • Sales Processes. • Activisation. • Prospecting • Lead Generation • Productivity • Prospect Tracking. • CALL STATUS.MATURITY VS DROPPING.

  4. Good DM • MIS/REPORTS. • FOR Recognition/ Visibility/ Motivation. • APPS VS FPC FOCUS. • Segmentation of Advisors. • FPC DRIVE. • H.yly/ annual/ single premium . • RENEWAL PREMIUMS. • Mis / Collection cycle. • CUSTOMER SERVICE/RETENTION. • Courtesy Calls / visits

  5. BEST TRAITS OF DM. • Integrity • Stress Tolerance • Interpersonal Skills • Time Management & Delegation Skills • Coaching & Instructional Skills • Sales Skills • Willingness to seek and accept assistance • Business Management Skills • Problem Solving Skills • Oral Communication Skills • Perseverance • Planning Skills and ability to carry out plans • Organizational commitment

  6. Activity • Monthly Meetings • Weekly Interaction • Daily Reports • Reviews with LA(every fortnight)

  7. Monthly Meetings Lack Of Confidence Fear Of Failure • Agenda ??? • Recognize Last month performers • Happenings in our region/company • Discussion on Earnings • Industry updates • Issues vs. commitment • Product specific or Flavor of the Month • Motivation segment (BM/RM/TM) • Entertainment & closing

  8. Weekly interaction • Prospect Tracking & developments • Product Refresher/Clarifications • Industry updates • His personal Goal Sheet

  9. Daily Reports • DM responsibility • Given to the BSM on the next day • It should carry prospecting • Review( PRDP ) on this will be on every week end

  10. Reviews • Once in a fortnight • Advisor’s with BSM • Developmental Activity to be discussed • Track Sheet for advisor to be reviewed

  11. B S M’s Role on DM’s Development • 1 day training on expectation on him • 1 day on recruitment and market segmentation • 1 day Sales techniques to be taught • 3 days on the job • Daily follow up on his prospect • Advisor tracking to be taught • Personal Profile of all LA & Do to be maintained • Every month 15th will be the LA & Do town hall • Vision building & think big concept

  12. Effective Planning of DM • Planning of the Month & discussion with the BSM must get over on 1st of every month • Unit meeting must get over before 3rd of the Month • Activisation of the Base LA must get over by 7th of every month • 4 Dos 1 License and 12 Policies are mandate to a DM • 3 Fresh calls / 2 follow-up call and 1 recruitment call per dm in a day • Every day its mandate to call all LA/Do morning & evening as a relationship call • Once in a week meet all the LAs / Dos

  13. Meticulous Execution • Activisation • Normally the tendency of every one after getting activated we will ignore the LA / Do, • We need to think on Migrating the 1 policy LA / Do to 2 and 2 to 3 Like wise. • First week of the month complete all the LA for doing 1st policy and work towards 2nd & 3rd • Start the day at 6 AM. And close the day by 10 PM as routine • Update your Knowledge • Keep a Transparency in communication • Avoid over commitment or wrong commitment • Value others time • Have fun at work • Don’t have a zero day

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