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 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.

📌 Branch Head - ABP Channel (India)
🏢 Skywings Advisors
📍 India