Sarthak Singh

business done
Fee done -3 lacs above in tenure
20 lacs of ULIP and 4 lacs of single premium of life insurance
3 savings
Client coverage 80 % updated
Call each day -15
E learning - passed above 70%
SA BOOK GROWTH was 17 lacs
CA book growth - 8000 rupees
FD booked - 2 client
Kra -
75000 inr per month in fee
FD book value growth to be 16 lacs per month
No of ntb -9 SA 1 CA
Total CA book growth -3 lacs per month
Total SA book growth -15 lacs per month
Casa book -8 lacs monthly lagged value
New FD -6 per month
E learning -70 % passing
Client grouping -3 client group ID
Per month
Leads 6 conversion per month in CC, FD OAO ,LAP
Client meeting calls - daily 10 meeting/ calls ( 3 physical )