Branch Manager

4 weeks ago

Vadodara, Gujarat, India Skywings Advisors Private Limited Full time
Position Summary (Comprehensive summary of what the job exists to accomplish)

Handle a team of ADMs.

Recruiting the team of ADMs and building the FC and Agency managers

Responsible for the productivity of ADM, handhold the ADM in the early stages

Responsible for the confirmation norms of the team.

Key Accountabilities (A collection of duties and/or responsibilities assigned)

Relationship Management

o Manage the relationship with the team, customers(internal & external)

o Support day to day operation of the sales

o Managing sales and sale related activity in the channel.

Channel Support and Sales Process Management

o Manage sourcing, processing and issuance, post issuance customer issues (if any)

o Manage financials of relationship, including support meeting of financial targets, sales

promotion activities, support timely and correct commission reconciliation

Training and Product Support

o Facilitate and anchor ongoing training and skills development for channels and

employees including new hires at channels

o Ensure delivery of all mandatory trainings

Administrative and Control functions

o Ensure adherence to all company policies and processes.

o Ensure that team is engaged around business objectives & results.

o Develop & implement initiatives to motivate & retain high performing talent.

Adherence to regulatory and compliance norms.

o Ensure adherence of code of conduct set by IRDA and Life Insurance Council.

o Ensure conformation to all financial and administrative systems.

o Ensure Compliance to all statutory & regulatory norms.

Skills, Knowledge & Qualifications (Framework required by the position)

High level of presentation and communication skills and ability to interact and manage

relationship with the team and the financial advisors.

Team management capabilities

Competitor Knowledge and understanding of industry product landscape

Customer focused, proactive, result oriented & influencing skills,

Mentoring & monitoring skills

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