Branch Head - Life Insurance

Branch Head - Life insurance

Role : Branch Manager

Qualification Requirement : Engineer (preferred) + MBA

- Experience : 1 years at least (in any industry - sales role)

- Preferably should be more than one year in the current job.

- 1 month of Class room Training followed by Training for first 3-4 months of joining (at 2 different locations) - post which actual location posting can be anywhere in India.

Principal Accountabilities :

- Supporting Actions

- Ensure performance of assigned Agency Managers with respect to recruitment of Advisors & achievement of business targets.

- Recruit quality resource

- Ensure performance standards of recruitment, activation, policies & premium are met by the assigned agency managers

- Maintain the profitability :

a) Of the advisor

b) Of the Branch.

- Keep track on Advisors Contest and Clubs

- Keep track on various training needs.

- Sharing good sales practices.

- Provide support to AM by participating in sales/recruitment.

- Be responsible for the market conduct of the assigned agency managers and the advisors in their team

- Maintain the Sales Report on Introduction and Issued Business

- Develop the Sales Manager's (goal sheets).

- Carry out goal setting exercise with his team enabling the FLS team to deliver the expected productivity & subsequently leading the team to progress to next progression level.

- 8 - 9 Sales Manager directly reporting to BM.

Manage persistence and business health for the allotted branch so that functional goals are achieved :

- Manage sales force attrition as per bench mark.

- Maintain quality of business for better persistence.

Relationship Management (Internal & External) to drive performance :

- Maintain healthy & cordial relation with team of Agency Managers as well as all concerned departments.

- Maintain one to one contact with all advisors.

- Ensure reaching of communication to the advisors of his team about new product, schemes, clubs, etc. (using FLS as key point of contact).

- Visit top advisors in regular intervals.

Drive local sales promotion effort for to support team members in achieving business targets :

- Anticipate sales promotion opportunities in the area of operation and devise innovative promotional activity.

- Driving various contests

Ensure Risk Management as per company policy :

- Carrying out the business activities as per the compliance & regulatory environment.

- Ensure (by doing basic screening & basic sanity checks) the applications that healthy business is introduced in the system.

- Be responsible for the market conduct of the assigned agency managers and the advisors in their team