Role & responsibilities

- Lead daily branch operations, including sales of life insurance policies (term, whole life, ULIPs, etc.), policy renewals, and cross-selling ancillary products like health riders.

- Achieve and exceed monthly/quarterly sales targets by inspiring a team of 10-15 advisors and relationship managers through coaching and performance incentives.

- Deliver exceptional customer service by resolving escalations, conducting client satisfaction surveys, and building long-term relationships to boost retention rates above 90%.

- Monitor branch performance metrics (e.g., conversion rates, premium collection, NPS scores) using CRM tools and report insights to regional leadership.

- Ensure 100% regulatory compliance with IRDAI guidelines,



KYC processes, and anti-money laundering protocols.

- Recruit, train, and develop sales staff; conduct regular team meetings and skill-building workshops on product knowledge and sales techniques.

- Manage branch P&L;, including budgeting, expense control, and inventory of marketing materials.

- Collaborate with regional teams for marketing campaigns, lead generation, and partnership initiatives with banks or corporates.

For more information please call Goapkumar@(phone hidden)

📌 Branch Manager - Life insurance Loyalty Channel - 12 lacs (Indore)
🏢 Wego Consultants
📍 Indore