Designation: Branch Head Channel: Agency Business Partner Key Accountabilities

-  (A collection of duties and/or responsibilities assigned) Will manage team of 6-7 AABM and ABM on-role employee Advisors and financial consultant

-  Act as a mentor, coach for the team to drive Business/Sales Targets

-  Enhance FC earnings based on vintage.

-  Focusing on advisor and FC retention.

-  Focus on Customer retention.

-  Generate sales leads through Financial Consultants and advisors by upselling and cross selling of product mix

-  Bring in best practices to offer excellent experience while onboarding customers.

-  Maximize sales productivity of the team and achieve sales targets

-  Responsible for branch unit.

-  Provide in-the-field support to direct reports by joining them on calls and providing coaching and feedback based on performance

-  Responsible for capacity building at branch level

-  To emphasize on talent retention and managing attrition

-  To maintain high morale and engagement levels of the teams by providing constructive feedback and fostering right setting.

-  Cross sell and up sell HDFC Life Insurance products based on the life cycle needs of the customers and as defined by the organization.





-  To periodically review the progress of direct reports and suggest corrective measures, if any

-  Provides accurate forecasts, updates and requested reports to reporting manager

-  Adhere to a proper business work ethic and create a similar expectation of direct reports/peers

-  Ensure high quality and high persistency of business generated to support long-term profitability of the company

-  Provide feedback and suggestions on initiatives/ changes required in branch operations.

Skills, Knowledge & Qualifications

-  Should be a Graduate ( any discipline) with sales background

-  5 to 7 years of work experience in sales with at least 3 years+ experience in Life Insurance.

-  Demonstrate competence in management, networking, target marketing to specific prospects

-  Experience in training, managing, mentoring and evaluating direct sales reports as assigned in a services industry

-  Coaching, collaboration, influencing and negotiation skills.

-  Should be mobile savvy and must carry an android phone.

Personal Attributes & Competencies
-  High on energy with positive outlook.

-  People Management

-  Excellent interpersonal communication and presentation skills

-  Team player with ability to network across the organization.

📌 Branch Head Channel: Agency Business Partner (West Bengal)
🏢 Skywings Advisors
📍 West Bengal