PRINCIPAL ACCOUNTABILITIES
Responsible for driving Recent business of assigned vertical
Ensuring the profitability and improving the profitability by identifying prospects, increasing the business volumes
and keeping the cost under control.
Ensuring regulatory compliance in everything we do while promoting business.
Target & goal setting for SMs in achieving the agreed business target.
Counseling them at regular intervals to identify deviation and ensure path correction. Mentor them to ensure that they
are effective in their assigned roles and are groomed for future responsibilities in due course.
Driving Conversion ratios & R&R; program for team.
To organize effective product launches, sales campaigns and training to ensure that required awareness, knowledge
and skill is imparted to all members of sales team.
Adhering to regulatory requirements, monitoring quality of business, audit and compliance of sales and backend
process.

MAJOR CHALLENGES
(Challenges faced on an on-going basis in carrying out the job)
Analytics capability needed to support PSF is still evolving in the organization




Shortage of skilled talent in the insurance sales space and their optimum availability inside the organization
Skilling of internal talent to match the changing landscape of consumers availability of training content, trainers,
training ecosystem
Internal coordination across functions for resolution of unique customer cases
DECISIONS
(Key decisions taken by job holder at his/her end)
Following decisions are taken by the role:
Ability to drive & motivate team and guide sales team achieve targets
Strategize for Growth of Topline , Product Mix and Productivity
Detailed Understanding of Life Insurance and Products
INTERACTIONS

Internal Clients
Roles you need to interact with inside the organization to enable success in your day to day work
Operations Team – to be able to pick up relevant leads, smooth log in and issuance process
Underwriting – to devise non-medical limits, address concerns etc.
IT – to address technology needs.
Analytics – for data mining and analysis
HR - for hiring and talent management

📌 Branch Manager Bfl Direct Mumbai (India)
🏢 Bajaj Allianz
📍 India