
Branch Manager
1 day ago
Key Responsibilities:
KRA-
- Identify and recruit new agents and Insurance Managers (IMs) to build a strong distribution team within the unit.
- Conduct interviews, assess candidates, and onboard qualified individuals in coordination with the Regional Heads agency expansion plans.
- Achieve unit-level sales targets for life insurance products (Traditional and ULIP) as assigned by the Regional Head.
- Monitor sales performance metrics (e.g., policies sold, premium volume, conversion rates) and implement actions to meet or exceed goals.
- Drive agent activation by ensuring new and existing agents actively sell policies (e.g., at least one policy per month).
- Provide hands-on support, training, and resources to activate dormant or underperforming agents.
- Organize and conduct training sessions for IMs and agents on product knowledge, sales techniques, and compliance, in collaboration with the Regional Head.
- Develop strategies to reduce agent attrition by fostering engagement, providing incentives, and addressing concerns promptly.
- Ensure high levels of customer satisfaction by supporting agents in delivering excellent service quality.
- Handle escalations from HNI clients and key accounts within the unit, escalating unresolved issues to the Regional Head.
- Supervise unit-level operations, ensuring compliance with company policies and regulatory standards (e.g., EKYC, anti-miss selling).
- Monitor agent's/IMs activities for compliance with regulatory standards (e.g., IRDAI guidelines) and company policies, reporting issues to the Unit Manager.
- Assist/Guide IMs in handling customer escalations to protect the unit's reputation.
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