BM / AM - Agency / Banca / Direct | Life Insurance

1 week ago


Delhi, Delhi, India Lavya Associates HR Services Full time

Job Description

We have urgent openings for the position of Branch Manager /Area Manager with most of the leading life Insurance companies in Agency / Banca/ Direct Vertical.

Job Description (Branch Manager-Agency ) :-

Manager - Agency will be responsible for handling an on roll team of 8 -10 sales managers in Agency Channel. Team of Sales Manager will be responsible for Recruitment of Team (Life Insurance Advisors) from own social and professional network. Training the team on Industry standards with the support of training department of Life Insurance Companies to make sure the team is fully equipped to sell Life Insurance products in the market. Monitor the day to day activity, planning & execution of Agency team.

Job Description (Area Manager-Agency) :-

Handling a team of Branch Manager, further they will be handling FLS team. Achieving all the given targets well on time, ensuring achievements in various contests along with the achievements of the team members in their levels of promotion too. Ensuring adding new recruitments & training them to generate business. Accelerating the current team to achieve their business targets and maintaining the same on timely basis . Sales as well as after sales Service to all existing clients. Conducting weekly performance reviews, and identifying action steps for improvement Apart of Insurance, doing Portfolio Management for the clients Provide leadership to the entire local team by clearly communicating vision and objectives of the organization Monitor results vis--vis efforts to stay on top of SM assessment and assessing of skill / attitude gaps. Communicate targets, incentive systems, policies and career growth aspects Ensure the high quality and high persistency of business generated by the local production unit, to support the long-term profitability of the company Monitor and review against plan and take appropriate course corrections

Job Description:- (Branch Manager-Banca)

Manager - Bancassurance will be responsible for handling an on roll team of 6 -10 sales managers in Bancassurance Channel. Has to handle Branches of a Bank. Monitor the day to day activity, planning & execution of banca team. Building good relationship with Bank's Cluster Head, Branch Manager & allied staff to achieve Cluster sales target.

Job Description:- (Area Manager-Banca)

Achieve targeted business results through effective implementation of the National strategy into Operational effectiveness. Provide development, via training & coaching, & be a motivational leader to your team. Ensure the raising of performance standards & work effectively with all employees becoming an effective & valued be a resource to our Company. Prime objective is to provide excellent customer service and use the model to achieve business numbers. The role has team of Branch Managers reporting to him. Strong in processes and Bank relationships. Looking after branches of assigned channel Partners. Responsible for monthly sales target through Partner company. Liaisoning with Sr. Management of assigned Channel Partners to meet the monthly plans. Launching different contests at Cluster levels for motivating team members. Maintaining MIS and keeping the track of logins, conversion of the business on daily basis & ensuring all the processes are in place which are there in the company.

Job Description (Branch Manager-Direct):-

Manage the sales team for sales growth and revenue enhancement. Manage joint call with sales team & generate business. Develop sales and marketing strategies to drive sales growth in the assigned area. Develop and manage an efficient distribution network to improve sales performance Investigate sales call, lead generation activities, investigate customer Claim. Follow rule & regulation and compliance monitoring in the team. Verify customer documents, investigate claims and Provide innovative ideas and suggestions to improve the performance. Coordinate with Sales & operation team to enhance sales performance. Meeting with HR & decision taker of the corporate company Give feedback on the performance of sales & sales teams

Job Description (Area Manager-Direct):-

Handling a team of NFLS and FLS. Training and Motivating the team. Meeting the Prospects and converting into business Extensive traveling would be part of the job Maintaining data on all customer interactions, analysing and publishing trend Responsible for forecasting, planning and achieving sales revenue. Responsible to maintain and development long term relation with HNI client. Ensure customer queries are attended by explaining them about product and product specification. Responsible for new client acquisition by selling our product through team. Follow through the lead or mails or over phone or through face to face meeting. Pursue conversation with potential customer, help them understand about our product we offer and make benefit-oriented conversations. Responsible to give product knowledge to team members and maintain Daily Sales Report. Accountable for overall revenue and cost for my team. Liaising with Branch Operational officials for business issuance and renewals. Liaising with U/W team for getting the business issued. Organize time to time Motivational activities for the team. Extend the best possible support to team in enhancing the business. Handling clients insurance related queries

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