- Achieving sales targets and increasing market share of the branch vis-à-vis the industry.
- Managing and maximizing business from Client Relationships through prompt service
- Identification & Engaging of new Distribution channel partners.
- Monitoring Compliance to enable high alignment with systems and practices.
- Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients.
- Providing relevant reports to management for assigned territory.
- Managing and monitoring team members for better productivity.

Supporting Actions

- Maximising business in allotted territory through the distribution channel (IFAs, Banks, PSU, and NDs).
- Empaneling and activation of untapped and potential Channel Partners.
- Developing and maintaining relationships with retail clients, providing information, and ensuring a high volume of business from clients in the assigned territory.




- Developing recent distributor relationships at the branch.
- Activation of such distributor relationships by providing timely and relevant information on schemes and the industry, etc.
- Ensuring that all regulations and statutory compliances are adhered to.
- Assisting channel partners to adhere to compliances.
- Facilitating the smooth operations of the branch, including branch imprest, administration, operations, and client servicing standards.
- Furnishing relevant sales reports of the branch to the Cluster & Zonal Head.
- Facilitating regular training, guidance, and development of team members.
- Ensuring AMFI Certification of team members.
- Monitoring the performance of RMs on a monthly basis and taking corrective measures if achievement deviates from the required achievements.

📌 Branch ManagerB Retail Sales (Mysuru)
🏢 Sun Life
📍 Mysuru