Branch Head

2 days ago


Ahmedabad Bhopal Mumbai, India Pramerica Life Insurance Full time

1. Deliverables:

  • Plan and evaluate the effectiveness of Branch Operation Plans with specific focus towards product availability, distribution and activity management;

  • Facilitate the business planning and implementation process for the business with the Regional Manager

  • To be Role model in the Retail Channel on different parameters

2. Business Results

  • Ensuring alignment of volume and market share objectives for the retail business facilitate for DPLI products

  • Monitor and evaluate achievement of sales against expectation

3. Process

  • Streamlining and development of processes to ensure smooth management

  • Optimise cost across your business

  • Ensure service excellence through effective use of different training modules and selling skills program.

4. Resource Management

  • Operational Cost Management
  • Ensure cost efficiency in all aspects of Branch operations including fixed costs.
  • Drive efficiencies in onward distribution expenses and in branch support expenditure
  • Support the Companys Retail Strategy Plan.

5. People Development

  • Enable superlative performance standards through alignment of the team with the organizations objects.
  • Ensure clear communication of the overall strategies and drive ownership on all tasks expected to be performed by the Branch team
  • Develop Competencies of the team
  • Ensure implementation of the Development plans.

6. Customer Relationship Management

  • Interact regularly with the customers to ensure a committed and partnership based relationship
  • Review of selling arrangements
  • Ensure adequate focus to the business

7. Code of Conduct and Compliance of all Regulatory norms:

  • Ensure adherence of code of conduct by the entire Branch Team.
  • Conformation to all financial and administrative systems.
  • Ensure Compliance to all statutory & regulatory norms.
  • Ensure compliance with all the Branch norms set by DPLI.

Key Success Factors

  • Meet the Business objectives for the Branch.
  • Efficient administrative systems and process in place (Internal and external Audit)
  • Superior Quality Business Planning & Achievement of Sales Objectives.
  • Driving High Standard of Knowledge, Skills amongst team members.
  • Managing Branch - Operations - Underwriting - Training - Home office interface

Location: Anywhere in west

Work Experience -

Experience - 4-6 years ( preferably in life insurance) Immediate joiners preferred.

Candidate having BFSI sales experience can also apply.

Skills required - Interpersonal , communication, team work , decision making at local level.

Knowledge and understanding of Life Insurance products

Interview Process -1st HR Round - L1 Manager Round (F2F or Teams call)

Qualification - Graduate

Age - Upto 40yrs


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