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 Current 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

📌 Branch Manager - Agency sales (Coimbatore)
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📍 Coimbatore