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UpMan Placements Private Limited · posted 9 months ago
Position Overview
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Position Title |
Branch Manager |
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Department |
Business Associate Model |
Role Summary:
§ Responsible for achieving business targets for the branch through building a sustainable and productive distribution force.
§ Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities.
§ Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit.
§ Manage team of business associate manager and business associates
§ Drive distribution engagement through choreography and training
§ Work on cross sell and upsell campaigns and drive distribution for maximizing sales
§ Ability to track local competition and align monthly business activities to achieve sales objectives
§ Drive productivities of employees and distribution
Key Result Areas
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Organization Process |
Key Contributions |
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Strategic Business Development |
· Identify potential catchments areas and develop distribution in them · Build Distribution through business associates |
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Business Development |
· Drive recruitment of BAs through the BAMs · Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs · Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole |
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Team Management |
· Coach, Train and support the reporting Managers · Monitor and review their performance · Lead by example in all spheres and direction setting · Review and track the growth of managers to ensure that they achieve their individual budget · Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head |
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Ensure Compliance |
· Ensure compliance to internal sales process & other compliance standards |
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MIS & Reporting |
· Maintain required trackers & reports to be submitted to various stakeholders |
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Risk |
· Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. |
Skills Required
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Technical |
· Product/Subject matter expertise · Team Management skills · Mentoring skills · Business perspective & planning · Performance Management skills · Insurance industry awareness · Interviewing skills · Self management · Problem solving skills · Peer level co-ordination and influencing skills |
G Incumbent Characteristics
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Essential |
Desired |
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Qualification |
Graduate |
PG / MBA |
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Experience |
8 -10 years Sales management experience |
3 to 4 years’ life insurance exposure |