Business Review Name: Sunil Kumar Patel Cluster: Gujarat – 2
Summary-  April-Dec 39    47/67  855 1638  72% 79.2 111.2     Actual Plan % Achievement Achievement Target Business Partne...
WRP Trends
Business Efficiencies 152247 59299 28547 42 457 January 91910    44945 25285  31 317 December 82758  53571  26666  29  234...
Micro-office MIS 0  0  0  Rent Started 27    0 27  UM Shop Set Up 47  9 27  DDR Done (sent to Infra)   53   26 27  Lease S...
Planning  for JFM 9200           106%  62% Target           54.2  Total YTD 3000    70% (Avg.)   45% (Avg.)   8200   7237 ...
Hits so far <ul><li>FSP & UM Recruitment </li></ul><ul><ul><ul><li>Completed UM recruitment as per plan (more then 55% fro...
Misses <ul><li>FOS generation </li></ul><ul><li>Referral coverage </li></ul><ul><li>Training & Development of UM & Advisor...
Support required <ul><li>Infrastructure needs to be in place on priority, No support from RO  infra team at all </li></ul>...
 
<ul><li>Thank   You </li></ul>
Upcoming SlideShare
Loading in …5
×

5) Presentation To Mr. Rishi At Rbc Meet Jan 08

357 views

Published on

Published in: Technology, Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
357
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
0
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

5) Presentation To Mr. Rishi At Rbc Meet Jan 08

  1. 1. Business Review Name: Sunil Kumar Patel Cluster: Gujarat – 2
  2. 2. Summary- April-Dec 39   47/67  855 1638  72% 79.2 111.2     Actual Plan % Achievement Achievement Target Business Partners Micro-offices FOS WRP
  3. 3. WRP Trends
  4. 4. Business Efficiencies 152247 59299 28547 42 457 January 91910    44945 25285  31 317 December 82758  53571  26666  29  234  November 42195  54062  25566  20 110  October 71224 46845    18967 27 149 September 60000  34351  18907 21 131  August 32769  21089    12241 18   107 July 38809  19838  11811 17   82 June Productivity of UM (WRP) Productivity of Advisor (WRP) Avg. Premium Active % Active FOS Month
  5. 5. Micro-office MIS 0  0  0  Rent Started 27    0 27  UM Shop Set Up 47  9 27  DDR Done (sent to Infra)   53   26 27  Lease Signed 68  41  27  IRDA Approved Total Phase 2 Phase 1  
  6. 6. Planning for JFM 9200           106%  62% Target           54.2  Total YTD 3000    70% (Avg.)   45% (Avg.)   8200   7237   195.0 145.2 Total JFM 500    75% 50%    4000   3454   90.0   71.3 March   1000 70%  45% 2500    2312   65.0   47.7 February 1500    65% 35%    1700   1471 40.0    26.7 January   6200 45%  22%    2387 4588      85.5 Dec YTD         Planned Target Planned  Target   FSP QS% Active FOS (%) Cases WRP Month
  7. 7. Hits so far <ul><li>FSP & UM Recruitment </li></ul><ul><ul><ul><li>Completed UM recruitment as per plan (more then 55% from LIC & Competition) </li></ul></ul></ul><ul><ul><ul><li>Done approx 6500 FSP (3400 in OND) </li></ul></ul></ul><ul><li>Performance of South Gujarat & Saurashtra </li></ul><ul><ul><ul><li>Able to maintain Month on Month growth (Except. October) </li></ul></ul></ul><ul><ul><ul><li>Referral sign- up and activisation </li></ul></ul></ul><ul><ul><ul><li>Increase in Activisation – From 17% in June to 31 % in December </li></ul></ul></ul><ul><ul><li>Increase in UM as well as advisors productivity. </li></ul></ul><ul><ul><li>Increased ticket size – From 11,800+ in June to 25500+in December </li></ul></ul><ul><ul><li>Revival of Bardoli branch, from 3 L a month to close to 1 Crore a month with just 1 transferred UM. </li></ul></ul><ul><ul><li>Creation of few success stories within the team to inspire other team members. </li></ul></ul>
  8. 8. Misses <ul><li>FOS generation </li></ul><ul><li>Referral coverage </li></ul><ul><li>Training & Development of UM & Advisors </li></ul><ul><li>Efficiency parameters needs to be better. </li></ul><ul><li>Business Partner activisation </li></ul><ul><li>Avg. performance of Central Gujarat team </li></ul><ul><li>Execution efficiencies of the team needs to be enhanced to get better results. </li></ul><ul><li>Still on 63% of target Vs. Achievements. </li></ul>
  9. 9. Support required <ul><li>Infrastructure needs to be in place on priority, No support from RO infra team at all </li></ul><ul><li>Immediate intervention on code de-blocking process, particularly for codes blocked even after FOS/RR has already attended AIP..!! No response from training team except passing on mails. </li></ul><ul><li>RBC Megastars and other forums at state level. </li></ul>
  10. 11. <ul><li>Thank You </li></ul>

×