Job Purpose
The purpose of this job is to manage a team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head to make the branch a profit centre and to achieve annual business targets.
Job Context & Major Challenges
Job Context: The purpose of this job is to manage a team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head to make the branch a profit centre and to achieve annual business targets.

Job Challenges:• Unavailability of Quality Manpower in terms of Agency Managers and advisors, Retention of Quality Manpower

• Licensing of Advisors – Pass Percentage is very low, getting examination dates for Online Examination is very difficult.

• Fluctuating market condition

• Delay in completion of business during month end as it involves the long process to issue the policy (starting from policy receipting, scanning, completing requirement, medical follow ups and finally the completion).

• Infrastructure constraints





• Ensuring that business is carried out as per the compliance & regulatory setting
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Ensure performance of assigned Agency Managers with respect to recruitment of Advisors & achievement of business targets.1. Recruit quality resource
Ensure performance standards of recruitment , activisation , policies & premium are met by the assigned agency managers
Maintain the profitability:

Of the advisor

Of the Branch.
Keep track on Advisors Contest and Clubs
Keep track on various training needs.
Sharing valuable sales practices.
Provide support to AM by participating in sales/recruitment.
Be responsible for the market conduct of the assigned agency managers and the advisors in their team
Maintain the Sales Report on Introduction and Issued Business
Develop the Agency Manager’s (goal sheets).
Carry out goal setting exercise with his team enabling the F

📌 Branch Head Valsad Dsf
🏢 Financial services
📍 Valsad