Standard Operating Procedure (SOP)
Title: Finance & Sales Operations – Regional Manager
Position: Regional Manager
Reports to: State Head/Zonal Manager
Manages: 5 District Managers
Target: Consolidated sales from 5 districts (Each DM: 800 points = 4000 points/month)
1. Objective
To ensure smooth, ethical, and target-oriented finance and sales operations across all assigned districts under the Regional Manager's control. Ensure alignment with Avenir’s financial policies and achievement of sales targets.
2. Responsibilities Overview
| Category | Responsibilities |
|---|---|
| Sales | Drive and monitor monthly target of 4000 points through 5 DMs |
| Finance | Oversee revenue collection, expense control, and financial compliance |
| Team Support | Train, guide, and support 5 DMs in sales, recruitment, and finance |
| Reporting | Weekly and Monthly reporting to State Head/Zonal Manager |
| Audit | Ensure transparency in income, payouts, and incentives |
3. Sales Operations SOP
3.1 Monthly Sales Target
- Ensure each DM achieves 800 points monthly (total: 4000 points).
- Monitor daily performance via dashboards or weekly reports.
- Plan regional-level sales strategies, promotions, and events.
3.2 District Performance Review
- Conduct weekly video or in-person reviews with DMs.
- Identify underperforming branches and assist with revival strategies.
- Share best practices among districts.
3.3 Recruitment Oversight
- Ensure each DM recruits and manages effective teams under 5 branches.
- Approve DM-level recruitment plans and key appointments.
4. Finance Operations SOP
4.1 Revenue Collection
- Ensure timely and accurate revenue inflow from all branches.
- Verify branch-level income and ensure it matches recorded points.
4.2 Expense Management
- Approve district-level operational budgets submitted by DMs.
- Ensure no unauthorized spending occurs at the branch or district level.
4.3 Commission & Payouts
- Review team performance-based incentives.
- Approve monthly payout statements for all districts under purview.
4.4 Financial Reporting
-
Submit monthly financial summary including:
- Revenue generated
- Expenses
- Commissions paid
- Net profit/loss by district
5. Compliance & Ethics
- Ensure financial discipline across all branches.
- Prevent fraud, misreporting, or irregular sales practices.
- Conduct internal audits quarterly in each district.
6. Tools & Documentation
- Use company-approved CRM and financial reporting tools.
-
Maintain digital records of:
- Sales performance
- Team structures
- Monthly expense reports
- Commission approvals
7. Key Performance Indicators (KPIs)
| KPI | Monthly Target |
|---|---|
| Total Points (5 Districts) | 4000 points |
| Average Revenue per District | ₹[Defined by org] |
| Active Branches | 25+ |
| Expense Ratio | < 30% of revenue |
| Compliance & Audit Score | 100% |
8. Escalation Matrix
- DM to RM: Sales or recruitment issues
- RM to State Head: Strategic changes, budget approvals, or team restructuring
7. Termination & Exit Clause
- Either party may terminate employment by giving one month’s written notice or one month’s gross salary in lieu of notice.
- Full & Final Settlement will be made within 45 working days from the date of exit, after return of all company property and completion of exit formalities.