Branch Manager - Agency sales

Position Title

Branch Manager

Department

Business Associate Model

Level/ Band

401/Manager

Role Summary:

• Responsible for achieving business targets for the branch through building a sustainable and productive distribution force.
• Managing costs for the branch, smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities.
• Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit.

B Organizational Relationships

Reports To

Cluster Head / Regional Head

Supervises

Executive / Assistant / Business Associates Managers

C Job Dimensions

Geographic Area Covered

Internal Stakeholders

Executive / Assistant / Business Associates Managers

Agency Sales Training

Branch Operations

Distribution Operations

External

D Key Result Areas

Organization Process

Key Contributions

Strategic Business Development

• Identify potential catchments areas and develop distribution in them
• Build Distribution through NLA and Sales Leaders

Business Development

• Drive recruitment of DPBAs through the BAMs / LHs / CHs
• Drive recruitment initiatives through activities and through BAs / internal PBAs / DPBAs
• Drive Growth in Distribution through NAAFs, NLAs and New BAs
• Drive Growth in Business through Submitted FP, Issued FP, and A&H contribution
• Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole

Team Management

• Coach, Train and support the reporting Managers
• Monitor and review their performance
• Lead by example in all spheres and direction setting
• Review and track the growth of managers to ensure that they achieve their individual budget
• Maintain utmost levels of responsiveness to requirements from the Regional / Zonal / National Head

Ensure Compliance

• Ensure compliance to internal sales process & other compliance standards

MIS & Reporting

• Maintain required trackers & reports to be submitted to various stakeholders

Risk

• Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

E Skills Required

Technical

• Product/Subject matter expertise
• Team Management skills
• Mentoring skills
• Business perspective & planning
• Performance Management skills
• Finance / Insurance industry awareness
• Interviewing skills
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

PG / MBA

Experience

9 -10 years