1. Business & Sales Target
- Achieve branch-level premium, policy and revenue targets.
- Drive current business and improve productivity.
- Track daily/weekly/monthly sales performance.
2. Team Management
- Recruit, train and develop sales managers/agents.
- Set individual targets and monitor performance.
- Conduct regular reviews and motivate the team.
3. Distribution Management
Depending on the company, a BM may handle channels such as:
- Agency
- Direct/Employee channel
- Bancassurance
- Broking/Corporate channels
- Loyalty or other specialized channels
4. Customer & Business Development
- Build relationships with customers and business partners.
- Generate leads and identify new business opportunities.
- Improve customer retention and persistency.
5. Branch Operations
- Ensure smooth day-to-day branch functioning.
- Coordinate with underwriting, operations, claims and other departments.
- Ensure proper documentation and timely processing.
Preferred candidate profile
The candidates should handle a pay roll team.
📌 Branch Head (Kolkata)
🏢 World Vision Vivaan
📍 Kolkata
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