Assistant Branch Manager

3 weeks ago

Rohtak, India Kotak Life Insurance Full time

Job Description

Role Assistant Branch Manager – Direct (L5/L6)
 Education and Experience  - Graduation mandatory;  3-7 yrs

Job Role:


• Develop a plan comprising;


• HNI prospects


• Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills


• Monitor the SM / RDM skill transitions, validate skill transitions of SMs / RDMs and coach ABM / BRDM on the gaps in areas of SM / RDM development


• Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs


• Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month


• Control execution of plans as per above.


• Maintain a check on business health parameters such as Persistency, LA Commission, Product Mix, Claims, ECS / SI percentage and take corrective actions.

Team Responsibility:

3-5 – Assistant Branch Manager (ABM) / Branch Recruitment Development Manager (BRDM)

Each ABM / BRDM has a unit of 8-10 Sales Managers / Recruitment and Development Managers

Educational Qualifications:  Graduate 
Skills : Good PPT, Excel skills
Good communication, team leading skills

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