About the role

Position Title Branch Manager

Role

• Leading the team of Unit Managers; individual specific goals should be known to UMs, will check turn over to achieve branch business goals

• Act as a profit centre head to develop quality business based on various parameters

• To ensure administrative and financial discipline

Reporting To

Divisional Sales Manager (DSM)/ Area Sales Manager (ASM)

Key Responsibilities

• Achieve the new business premium targets and renewal premium targets of the branch

• Maintain a High IA Activation standard, IA Productivity and UM productivity

• Reduction in “Zero-business” IA’s and termination on account of MBG norms.

• Ensure cost effectiveness and encourage cost consciousness at all levels.

• Inculcate a habit of timely submission of bills/documents/papers/data among the team members as per the requirement

• Ensure effective and need-based training exposure to UM's and IA's

• Create and Nurture a customer centric environment by conducting customer meets and organizing customer service camps at periodic intervals - share the minutes with senior regional functionaries

• Reduce customer complaints of Misselling and take effective steps to prevent circulation of unauthorized publicity materials. Take proactive measures to rectify irregularities pointed out by the audit team

Person Profile

• 4 - 6 years of sales experience, preferably with at least 2 – 3 years’ experience in life insurance industry

• MBA from reputed institute

Critical Competencies

• Knowledge of IRDA regulations.
• Good team building and leadership skills
• Aggressive marketing abilities
• Very good Management Skills
• Excellent domain knowledge
• Good Communication and presentation Skills.
• Analytical skills
• Understanding of compliance matters
• Knowledge of underwriting and ops processes
• Maturity to handle aggrieved customers (Cashiering & Claims)

Key Interactions

• Customers
• Area Sales Manager/Regional Sales Manager/ Regional Director/ Country Head
• Unit managers and Insurance Advisors
• Ops manager and regional coordinators from other departments
• Trainer Team

Measures of Success

• Achievement of sales targets and specifies parameters.
• Compliance cases issuance TATs

Branch Manager Agency