Position Title - Branch Manager
Role Leading the team of Unit Managers individual specific goals should be known
to UMs, will check turn over to achieve branch business goals
Act as a profit centre head to develop quality business based on various
parameters
To ensure administrative and financial discipline
Reporting To Divisional Sales Manager (DSM)/ Area Sales Manager (ASM)
Key Responsibilities -
Achieve the new business premium targets and renewal premium targets of
the branch
Maintain a High IA Activation standard, IA Productivity and UM productivity
Reduction in Zero- business IAs and termination on account of MBG
norms.
Ensure cost effectiveness and encourage cost consciousness at all levels.
Inculcate a habit of timely submission of bills/ documents/ papers/ data among
the team members as per the requirement
Ensure effective and need based training exposure to UM's and IA's
Create and Nurture a customer centric environment by conducting customer
meets and organizing customer service camps at periodic intervals- share the
minutes with senior regional functionaries
Reduce customer complaints of Misselling and take effective steps to prevent
circulation of unauthorized publicity materials. Take proactive measures to
rectify irregularities pointed out by the audit team
Person Profile - 4 - 6 years of sales experience, preferably with at least 2 3 years experience
in life insurance industry
MBA from reputed institute
Critical competencies -
Knowledge of IRDA regulations.
Good team building and leadership skills
Aggressive marketing abilities
Very good Management Skills
Excellent domain knowledge
Good Communication and presentation Skills.
Analytical skills
Understanding of compliance matters
Knowledge of underwriting and ops processes
Maturity to handle aggrieved customers (Cashiering & Claims)
Key Interactions
Customers
Area Sales Manager/Regional Sales Manager/ Regional Director/ Country
Head
Unit managers and Insurance Advisors
Ops manager and regional coordinators from other departments
Trainer Team
Measures of
success
Achievement of sales targets and specifies parameters.
Compliance cases issuance TATs