Job Purpose
To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.
Job Context & Major Challenges
Job Context: To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.

Job Challenges: • Performing despite unethical market practices prevailing in the market

• Retention of the Quality Sales Force owing to stiff competition

• Ensuring the quality of new advisors who are being introduced in to the system because it’s practically not possible to meet each and every advisor getting recruited.

• Equipping the new advisors with proper knowledge owing to poor turnout in training programs
Key Result Areas
KRA (Accountabilities)



(Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, new premium, persistency of business.1. Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO

2. Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers.

3. Ensure implementation of the plans & monitor same to ensure successKRA10Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, current premium, persistency of business.1. Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO

2. Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investm

📌 Branch Manager _DSF (Dehradun)
🏢 Financial services
📍 Dehradun