Branch Manager

4 days ago

Bareilly Gorakhpur Mathura, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Role Branch Manager Tied Field Sales (L6)

Education and Experience  -Graduation mandatory; 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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